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Quarterly Report

Quarterly Report

Note:  Broker-dealers are required to disclose any material arrangements with the venues listed in each section below, including, but not limited to, any internalization or payment for order flow arrangements.

MW0

MAPLEWOOD INVESTMENT ADVISORS

12222 MERIT DRIVE, SUITE 1390

DALLAS, TX 75251

SEC Rule 606 Quarterly Report for the Quarter Ending June 30, 2019

Securities Listed on New York Stock Exchange

Summary Statistics:

  Non-directed orders as percentage of total customer orders                                100.00%
  Market orders as percentage of total non-directed orders                                      96.67%
  Limit orders as percentage of total non-directed orders                                            3.33%
  Other orders as percentage of total non-directed orders                                          0.00%

Venues Receiving Significant Percentage of Total Non-Directed Orders:

 

 

  1.    Citadel Securities LLC

  52.97%

  2.    G1 Execution Services, LLC

  15.44%

  3.    VIRTU Americas LLC

  15.44%

  4.    National Financial Services LLC

  11.88%

  5.    Two Sigma Securities, LLC

  2.61%

  6.    UBS Securities, LLC

  1.19%

  7.    New York Stock Exchange

  0.48%

Information Concerning Significant Venues :


    1.    Citadel Securities LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      53.56%

                  Limit orders as percentage of total non-directed orders                          35.71%

                  Other orders as percentage of total non-directed orders                          0.00%

    2.    G1 Execution Services, LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      15.97%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    3.    VIRTU Americas LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      14.25%

                  Limit orders as percentage of total non-directed orders                          50.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    4.    National Financial Services LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      12.29%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    5.    Two Sigma Securities, LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        2.70%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    6.    UBS Securities, LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        1.23%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    7.    New York Stock Exchange


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        0.00%

                  Limit orders as percentage of total non-directed orders                          14.29%

                  Other orders as percentage of total non-directed orders                          0.00%

 

Securities Listed on The Nasdaq Stock Market

Summary Statistics:

  Non-directed orders as percentage of total customer orders                                100.00%
  Market orders as percentage of total non-directed orders                                      95.06%
  Limit orders as percentage of total non-directed orders                                            3.70%
  Other orders as percentage of total non-directed orders                                          1.23%

Venues Receiving Significant Percentage of Total Non-Directed Orders:

 

 

  1.    Citadel Securities LLC

  52.26%

  2.    G1 Execution Services, LLC

  16.05%

  3.    VIRTU Americas LLC

  16.05%

  4.    National Financial Services LLC

  7.00%

  5.    Two Sigma Securities, LLC

  4.12%

  6.    UBS Securities, LLC

  3.70%

  7.    Cboe EDGX U.S. Equities Exchange

  0.82%

Information Concerning Significant Venues :


    1.    Citadel Securities LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      53.68%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                      100.00%

    2.    G1 Execution Services, LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      16.88%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    3.    VIRTU Americas LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      13.85%

                  Limit orders as percentage of total non-directed orders                          77.78%

                  Other orders as percentage of total non-directed orders                          0.00%

    4.    National Financial Services LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        7.36%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    5.    Two Sigma Securities, LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        4.33%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    6.    UBS Securities, LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        3.90%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    7.    Cboe EDGX U.S. Equities Exchange


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        0.00%

                  Limit orders as percentage of total non-directed orders                          22.22%

                  Other orders as percentage of total non-directed orders                          0.00%

 

Securities Listed on NYSE American or Regional Exchanges

Summary Statistics:

  Non-directed orders as percentage of total customer orders                                100.00%
  Market orders as percentage of total non-directed orders                                      98.71%
  Limit orders as percentage of total non-directed orders                                            1.29%
  Other orders as percentage of total non-directed orders                                          0.00%

Venues Receiving Significant Percentage of Total Non-Directed Orders:

 

 

  1.    Citadel Securities LLC

  55.48%

  2.    G1 Execution Services, LLC

  16.13%

  3.    VIRTU Americas LLC

  16.13%

  4.    Two Sigma Securities, LLC

  5.81%

  5.    UBS Securities, LLC

  3.23%

  6.    National Financial Services LLC

  2.58%

  7.    NYSE Arca

  0.65%

Information Concerning Significant Venues :


    1.    Citadel Securities LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      56.21%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    2.    G1 Execution Services, LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      16.34%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    3.    VIRTU Americas LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      15.69%

                  Limit orders as percentage of total non-directed orders                          50.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    4.    Two Sigma Securities, LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        5.88%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    5.    UBS Securities, LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        3.27%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    6.    National Financial Services LLC


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        2.61%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    7.    NYSE Arca


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                        0.00%

                  Limit orders as percentage of total non-directed orders                          50.00%

                  Other orders as percentage of total non-directed orders                          0.00%

 

Exchange - Listed Options

Summary Statistics:

  Non-directed orders as percentage of total customer orders                                100.00%
  Market orders as percentage of total non-directed orders                                    100.00%
  Limit orders as percentage of total non-directed orders                                            0.00%
  Other orders as percentage of total non-directed orders                                          0.00%

Venues Receiving Significant Percentage of Total Non-Directed Orders:

 

 

  1.    Cboe Options Exchange

  42.86%

  2.    BOX Option Exchange

  28.57%

  3.    Cboe EDGX Option Exchange

  14.29%

  4.    The MIAX Options Exchange

  14.29%

Information Concerning Significant Venues :


    1.    Cboe Options Exchange


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      42.86%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    2.    BOX Option Exchange


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      28.57%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    3.    Cboe EDGX Option Exchange


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      14.29%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

    4.    The MIAX Options Exchange


            Types of Orders Routed to Venue :


                  Market orders as percentage of total non-directed orders                      14.29%

                  Limit orders as percentage of total non-directed orders                            0.00%

                  Other orders as percentage of total non-directed orders                          0.00%

Note:  Broker-dealers are required to disclose any material arrangements with the venues listed in each section below, including, but not limited to, any internalization or payment for order flow arrangements.

Note: Broker-dealers are required to disclose any material arrangements with the venues listed in each section below, including, but not limited to, any internalization or payment for order flow arrangements.

MW0

MAPLEWOOD INVESTMENT ADVISORS

12222 MERIT DRIVE, SUITE 1390 DALLAS, TX 75251

SEC Rule 606 Quarterly Report for the Quarter Ending December 31, 2018

Securities Listed on New York Stock Exchange

Summary Statistics:

Non-directed orders as percentage of total customer orders 100.00%

Market orders as percentage of total market orders 92.09%

Limit orders as percentage of total limit orders 4.55%

Other orders as percentage of total other orders 3.37%

Venues Receiving Significant Percentage of Total Non-Directed Orders:

1. Citadel Securities LLC 43.77%

2. G1 Execution Services, LLC 19.53%

3. VIRTU Americas LLC 14.81%

4. National Financial Services LLC 14.14%

5. Two Sigma Securities, LLC 5.56%

6. UBS Securities, LLC 0.84%

7. Cboe EDGX U.S. Equities Exchange 0.51%

8. New York Stock Exchange 0.51%

9. NASDAQ Execution Services, LLC 0.17%

10. Cboe BZX U.S. Equities Exchange 0.17%

Information Concerning Significant Venues :

1. Citadel Securities LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 44.06% Limit orders as percentage of total limit orders 37.04% Other orders as percentage of total other orders 45.00%

2. G1 Execution Services, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 20.84% Limit orders as percentage of total limit orders 7.41% Other orders as percentage of total other orders 0.00%

3. VIRTU Americas LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 13.16% Limit orders as percentage of total limit orders 25.93% Other orders as percentage of total other orders 45.00%

4. National Financial Services LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 15.36% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 0.00%

5. Two Sigma Securities, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 6.03% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 0.00%

6. UBS Securities, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 0.55% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 10.00%

7. Cboe EDGX U.S. Equities Exchange

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 0.00% Limit orders as percentage of total limit orders 11.11% Other orders as percentage of total other orders 0.00%

8. New York Stock Exchange

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 0.00% Limit orders as percentage of total limit orders 11.11% Other orders as percentage of total other orders 0.00%

9. NASDAQ Execution Services, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 0.00% Limit orders as percentage of total limit orders 3.70% Other orders as percentage of total other orders 0.00%

10. Cboe BZX U.S. Equities Exchange

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 0.00% Limit orders as percentage of total limit orders 3.70% Other orders as percentage of total other orders 0.00%

Securities Listed on The Nasdaq Stock Market

Summary Statistics:

Non-directed orders as percentage of total customer orders 100.00%

Market orders as percentage of total market orders 92.43%

Limit orders as percentage of total limit orders 3.51%

Other orders as percentage of total other orders 4.05%

Venues Receiving Significant Percentage of Total Non-Directed Orders:

1. Citadel Securities LLC 50.54%

2. VIRTU Americas LLC 19.73%

3. G1 Execution Services, LLC 15.68%

4. National Financial Services LLC 6.22%

5. Two Sigma Securities, LLC 5.68%

6. UBS Securities, LLC 1.62%

7. NASDAQ Execution Services, LLC 0.54%

Information Concerning Significant Venues :

1. Citadel Securities LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 50.58% Limit orders as percentage of total limit orders 7.69% Other orders as percentage of total other orders 86.67%

2. VIRTU Americas LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 18.13% Limit orders as percentage of total limit orders 76.92% Other orders as percentage of total other orders 6.67%

3. G1 Execution Services, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 16.96% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 0.00%

4. National Financial Services LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 6.73% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 0.00%

5. Two Sigma Securities, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 6.14% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 0.00%

6. UBS Securities, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 1.46% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 6.67%

7. NASDAQ Execution Services, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 0.00% Limit orders as percentage of total limit orders 15.38% Other orders as percentage of total other orders 0.00%

Securities Listed on NYSE American or Regional Exchanges

Summary Statistics:

Non-directed orders as percentage of total customer orders 100.00%

Market orders as percentage of total market orders 96.34%

Limit orders as percentage of total limit orders 0.91%

Other orders as percentage of total other orders 2.74%

Venues Receiving Significant Percentage of Total Non-Directed Orders:

1. Citadel Securities LLC 55.49%

2. G1 Execution Services, LLC 18.60%

3. VIRTU Americas LLC 16.77%

4. Two Sigma Securities, LLC 6.40%

5. National Financial Services LLC 1.22%

6. UBS Securities, LLC 0.91%

7. NYSE Arca 0.61%

Information Concerning Significant Venues :

1. Citadel Securities LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 56.65% Limit orders as percentage of total limit orders 33.33% Other orders as percentage of total other orders 22.22%

2. G1 Execution Services, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 18.99% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 11.11%

3. VIRTU Americas LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 15.51% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 66.67%

4. Two Sigma Securities, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 6.65% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 0.00%

5. National Financial Services LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 1.27% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 0.00%

6. UBS Securities, LLC

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 0.95% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 0.00%

7. NYSE Arca

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 0.00% Limit orders as percentage of total limit orders 66.67% Other orders as percentage of total other orders 0.00%

Exchange - Listed Options

Summary Statistics:

Non-directed orders as percentage of total customer orders 100.00%

Market orders as percentage of total market orders 83.33%

Limit orders as percentage of total limit orders 16.67%

Other orders as percentage of total other orders 0.00%

Venues Receiving Significant Percentage of Total Non-Directed Orders:

1. Cboe Options Exchange 83.33%

2. NYSE Arca Options 16.67%

Information Concerning Significant Venues :

1. Cboe Options Exchange

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 80.00% Limit orders as percentage of total limit orders 100.00% Other orders as percentage of total other orders 0.00%

2. NYSE Arca Options

Types of Orders Routed to Venue :

Market orders as percentage of total market orders 20.00% Limit orders as percentage of total limit orders 0.00% Other orders as percentage of total other orders 0.00%