| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 11,223,988 | 264,326,000 | 42.81% | ||
| 2 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 8,497,957 | 200,127,000 | 32.41% | ||
| 3 | SUNTRUST BANKS INC | 2,922,789 | 68,831,000 | 11.15% | ||
| 4 | NORTHERN TRUST CORP | 2,317,564 | 54,579,000 | 8.84% | ||
| 5 | UBS Group AG | 622,298 | 14,655,000 | 2.37% | ||
| 6 | JANE STREET GROUP, LLC | 167,920 | 3,955,000 | 0.64% | ||
| 7 | WHITTIER TRUST CO OF NEVADA INC | 123,592 | 2,909,000 | 0.47% | ||
| 8 | ARCUS CAPITAL PARTNERS, LLC | 66,966 | 1,577,000 | 0.26% | ||
| 9 | NORTH AMERICAN MANAGEMENT CORP | 55,848 | 1,315,000 | 0.21% | ||
| 10 | BROWN ADVISORY INC | 33,762 | 795,000 | 0.13% | ||
| 11 | ROYAL BANK OF CANADA | 27,962 | 659,000 | 0.11% | ||
| 12 | CHILTON INVESTMENT CO INC. | 26,050 | 613,000 | 0.10% | ||
| 13 | CLEARSTEAD ADVISORS, LLC | 25,152 | 592,000 | 0.10% | ||
| 14 | Ironsides Asset Advisors, LLC | 19,147 | 451,000 | 0.07% | ||
| 15 | BRINKER CAPITAL INC | 19,116 | 450,000 | 0.07% | ||
| 16 | STIFEL FINANCIAL CORP | 15,315 | 360,000 | 0.06% | ||
| 17 | US BANCORP \DE\ | 11,750 | 277,000 | 0.04% | ||
| 18 | MSI Financial Services Inc | 10,708 | 252,000 | 0.04% | ||
| 19 | Homrich & Berg | 10,716 | 252,000 | 0.04% | ||
| 20 | PRIO WEALTH LIMITED PARTNERSHIP | 8,915 | 209,000 | 0.03% | ||
| 21 | BARCLAYS PLC | 3,575 | 84,000 | 0.01% | ||
| 22 | IFP ADVISORS, INC | 1,744 | 41,000 | 0.01% | ||
| 23 | Winslow, Evans & Crocker, Inc. | 1,300 | 30,616 | 0.00% | ||
| 24 | Family Capital Trust Co | 1,050 | 25,000 | 0.00% | ||
| 25 | MORGAN STANLEY | 650 | 15,000 | 0.00% | ||
| 26 | WHITTIER TRUST CO | 568 | 13,000 | 0.00% | ||
| 27 | ADVISOR GROUP, INC. | 479 | 11,000 | 0.00% | ||
| 28 | Plante Moran Financial Advisors, LLC | 200 | 5,000 | 0.00% | ||
| 29 | ZIONS BANCORPORATION | 181 | 4,000 | 0.00% | ||
| 30 | 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.
