| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 128,192 | 3,602,000 | 36.01% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 128,957 | 3,585,000 | 35.84% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71,622 | 2,013,000 | 20.12% | ||
| 4 | GOLDMAN SACHS GROUP INC | 19,957 | 561,000 | 5.61% | ||
| 5 | MORGAN STANLEY | 5,310 | 149,000 | 1.49% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,666 | 47,000 | 0.47% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 812 | 22,818 | 0.23% | ||
| 8 | Creative Planning | 550 | 15,000 | 0.15% | ||
| 9 | Regal Investment Advisors LLC | 170 | 5,000 | 0.05% | ||
| 10 | ROYAL BANK OF CANADA | 140 | 4,000 | 0.04% | ||
| 11 | WELLS FARGO & COMPANY/MN | 2 | 0 | 0.00% | ||
| 12 | 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.
