| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 64,780 | 1,302,000 | 64.36% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 24,061 | 483,000 | 23.88% | ||
| 3 | Chicago Partners Investment Group LLC | 7,013 | 141,000 | 6.97% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,404 | 68,000 | 3.36% | ||
| 5 | UBS Group AG | 959 | 20,000 | 0.99% | ||
| 6 | MSI Financial Services Inc | 316 | 6,000 | 0.30% | ||
| 7 | WELLS FARGO & COMPANY/MN | 97 | 2,000 | 0.10% | ||
| 8 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 50 | 1,000 | 0.05% | ||
| 9 | Tower Research Capital LLC (TRC) | 5 | 0 | 0.00% | ||
| 10 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
