| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 220 | 0 | 0.00% | ||
| 2 | ROYAL BANK OF CANADA | 130 | 0 | 0.00% | ||
| 3 | Tower Research Capital LLC (TRC) | 100 | 0 | 0.00% | ||
| 4 | Creative Planning | 200 | 0 | 0.00% | ||
| 5 | INDEPENDENT ADVISOR ALLIANCE | 40 | 67 | 0.02% | ||
| 6 | UBS Group AG | 4,593 | 7,000 | 1.98% | ||
| 7 | MORGAN STANLEY | 98,824 | 145,000 | 41.07% | ||
| 8 | RENAISSANCE TECHNOLOGIES LLC | 137,300 | 201,000 | 56.93% |
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.
