| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,600 | 32,000 | 3.02% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,700 | 34,000 | 3.21% | ||
| 3 | Creative Planning | 3,500 | 70,000 | 6.62% | ||
| 4 | Commonwealth Equity Services, Inc | 20,615 | 412,000 | 38.94% | ||
| 5 | JANE STREET GROUP, LLC | 25,508 | 510,000 | 48.20% |
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.
