| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evensky & Katz LLC | 932,662 | 24,729,000 | 77.66% | ||
| 2 | BESSEMER GROUP INC | 244,041 | 6,471,000 | 20.32% | ||
| 3 | BRR OpCo, LLC | 15,534 | 412,000 | 1.29% | ||
| 4 | WHITTIER TRUST CO | 6,235 | 165,000 | 0.52% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 986 | 26,000 | 0.08% | ||
| 6 | WHITTIER TRUST CO OF NEVADA INC | 750 | 20,000 | 0.06% | ||
| 7 | HUNTINGTON NATIONAL BANK | 700 | 19,000 | 0.06% | PRN | |
| 8 | JPMORGAN CHASE & CO | 39 | 1,000 | 0.00% | ||
| 9 | Parallax Volatility Advisers, L.P. | 1 | 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.
