CY2025 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| Aflac Incorporated | $3,128,000,000.00 | 2025-03-31 | View |
| Unum Group | $45,200,000.00 | 2025-03-31 | View |
| JPMorgan Chase & Co | $238,702,000,000.00 | 2025-03-31 | View |
| Siebert Financial Corp. | $207,591,000.00 | 2025-03-31 | View |
| Jefferies Financial Group Inc. | $8,402,198,000.00 | 2025-02-28 | View |
| SCHWAB CHARLES CORP | $564,000,000.00 | 2025-03-31 | View |
| STIFEL FINANCIAL CORP | $251,961,000.00 | 2025-03-31 | View |
| SANTANDER HOLDINGS USA, INC. | $1,237,515,000.00 | 2025-03-31 | View |
| AMERIPRISE FINANCIAL, INC. | $351,000,000.00 | 2025-03-31 | View |
| The Goldman Sachs Group, Inc. | $211,888,000,000.00 | 2025-03-31 | View |
| MORGAN STANLEY | $140,226,000,000.00 | 2025-03-31 | View |
| StoneX Group Inc. | $1,803,900,000.00 | 2025-03-31 | View |
| ALLIANCEBERNSTEIN L.P. | $13,243,000.00 | 2025-03-31 | View |
| OXFORD SQUARE CAPITAL CORP. | $1,589,875.00 | 2025-03-31 | View |
| NEW YORK MORTGAGE TRUST, INC. | $256,775,000.00 | 2025-03-31 | View |
| ZONED PROPERTIES, INC. | $300,000.00 | 2025-03-31 | View |
| AXOS FINANCIAL, INC. | $91,915,000.00 | 2025-03-31 | View |
| INTERACTIVE BROKERS GROUP, INC. | $5,845,000,000.00 | 2025-03-31 | View |
| THE BANK OF NEW YORK MELLON CORPORATION | $17,575,000,000.00 | 2025-03-31 | View |
| LIGHTSTONE VALUE PLUS REIT II, INC. | $10,226,000.00 | 2025-03-31 | View |
| Virtu Financial, Inc. | $2,780,405,000.00 | 2025-03-31 | View |
| Robinhood Markets, Inc. | $4,114,000,000.00 | 2025-03-31 | View |
| Park Ha Biological Technology Co., Ltd. | $3,000,000.00 | 2025-03-03 | View |
| BlackRock Monticello Debt Real Estate Investment Trust | $0.00 | 2025-03-31 | View |
| Avidia Bancorp, Inc. | $16,746,000.00 | 2025-03-31 | View |
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