| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 28,400 | 20,000 | 55.56% | ||
| 2 | Virtu KCG Holdings LLC | 20,040 | 14,000 | 38.89% | ||
| 3 | UBS AG | 2,112 | 1,000 | 2.78% | ||
| 4 | Vantage Investment Advisors, LLC | 1,000 | 1,000 | 2.78% | ||
| 5 | Tower Research Capital LLC (TRC) | 134 | 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.
