| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 173,958 | 4,438,000 | 43.14% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 172,916 | 4,411,000 | 42.88% | ||
| 3 | Frontier Wealth Management LLC | 12,741 | 325,000 | 3.16% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,851 | 277,000 | 2.69% | ||
| 5 | Crosspoint Capital Strategies, LLC | 9,461 | 255,000 | 2.48% | ||
| 6 | GOLDMAN SACHS GROUP INC | 8,005 | 204,000 | 1.98% | ||
| 7 | MORGAN STANLEY | 7,543 | 192,000 | 1.87% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 3,533 | 90,000 | 0.87% | ||
| 9 | Carroll Financial Associates, Inc. | 2,318 | 59,000 | 0.57% | ||
| 10 | Creative Planning | 550 | 14,000 | 0.14% | ||
| 11 | AMERICAN INTERNATIONAL GROUP, INC. | 441 | 12,000 | 0.12% | ||
| 12 | ROYAL BANK OF CANADA | 415 | 10,000 | 0.10% | ||
| 13 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 14 | WELLS FARGO & COMPANY/MN | 2 | 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.
