| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 160,277 | 4,025,000 | 41.66% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 159,741 | 4,011,000 | 41.51% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,360 | 1,013,000 | 10.48% | ||
| 4 | GOLDMAN SACHS GROUP INC | 12,564 | 315,000 | 3.26% | ||
| 5 | MORGAN STANLEY | 5,866 | 147,000 | 1.52% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 3,210 | 81,000 | 0.84% | ||
| 7 | Carroll Financial Associates, Inc. | 1,274 | 33,000 | 0.34% | ||
| 8 | Creative Planning | 550 | 14,000 | 0.14% | ||
| 9 | AMERICAN INTERNATIONAL GROUP, INC. | 441 | 12,000 | 0.12% | ||
| 10 | ROYAL BANK OF CANADA | 278 | 7,000 | 0.07% | ||
| 11 | Regal Investment Advisors LLC | 170 | 4,000 | 0.04% | ||
| 12 | WELLS FARGO & COMPANY/MN | 2 | 0 | 0.00% | ||
| 13 | 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.
