| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,128 | 45,000 | 0.55% | ||
| 2 | GUPTA WEALTH MANAGEMENT LLC | 2,725 | 109,000 | 1.34% | ||
| 3 | UBS Group AG | 5,195 | 208,000 | 2.55% | ||
| 4 | CABOT WEALTH MANAGEMENT INC | 8,634 | 346,000 | 4.25% | ||
| 5 | Beaumont Financial Partners, LLC | 9,864 | 395,000 | 4.85% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 11,725 | 469,000 | 5.76% | ||
| 7 | JANE STREET GROUP, LLC | 12,620 | 505,000 | 6.20% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 19,258 | 771,000 | 9.47% | ||
| 9 | MORGAN STANLEY | 20,304 | 813,000 | 9.99% | ||
| 10 | Advisors Preferred, LLC | 25,900 | 1,037,000 | 12.74% | ||
| 11 | ROYAL BANK OF CANADA | 34,065 | 1,363,000 | 16.74% | ||
| 12 | Jefferies Group LLC | 51,985 | 2,080,000 | 25.55% |
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.
