| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 91,033 | 1,319,000 | 44.47% | ||
| 2 | Creative Planning | 55,199 | 800,000 | 26.97% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 40,878 | 592,000 | 19.96% | ||
| 4 | HighTower Advisors, LLC | 10,200 | 148,000 | 4.99% | ||
| 5 | MORGAN STANLEY | 2,821 | 40,000 | 1.35% | ||
| 6 | UBS Group AG | 1,354 | 19,000 | 0.64% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 750 | 11,000 | 0.37% | ||
| 8 | IFP ADVISORS, INC | 660 | 10,000 | 0.34% | ||
| 9 | GENEOS WEALTH MANAGEMENT INC. | 700 | 10,000 | 0.34% | ||
| 10 | SIMPLEX TRADING, LLC | 428 | 6,000 | 0.20% | ||
| 11 | IHT WEALTH MANAGEMENT, LLC | 100 | 3,000 | 0.10% | ||
| 12 | CITIGROUP INC | 200 | 3,000 | 0.10% | ||
| 13 | CUTLER GROUP LLC / CA | 6,300 | 2,000 | 0.07% | Put | |
| 14 | WELLS FARGO & COMPANY/MN | 109 | 2,000 | 0.07% | ||
| 15 | CUTLER GROUP LLC / CA | 100 | 1,000 | 0.03% | ||
| 16 | CUTLER GROUP LLC / CA | 900 | 0 | 0.00% | Call | |
| 17 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 18 | BlackRock Finance, Inc. | 4 | 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.
