| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 204,487 | 4,928,000 | 41.15% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 203,804 | 4,911,000 | 41.00% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52,556 | 1,266,000 | 10.57% | ||
| 4 | Frontier Wealth Management LLC | 15,839 | 382,000 | 3.19% | ||
| 5 | Argentus Capital Management, LLC | 6,833 | 165,000 | 1.38% | ||
| 6 | MORGAN STANLEY | 5,541 | 134,000 | 1.12% | ||
| 7 | Carroll Financial Associates, Inc. | 3,571 | 86,000 | 0.72% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 3,235 | 78,000 | 0.65% | ||
| 9 | Creative Planning | 550 | 13,000 | 0.11% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 441 | 10,000 | 0.08% | ||
| 11 | ROYAL BANK OF CANADA | 138 | 3,000 | 0.03% | ||
| 12 | CITIGROUP INC | 46 | 1,000 | 0.01% | ||
| 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.
