| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 209,260 | 5,232,000 | 43.53% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 207,542 | 5,126,000 | 42.65% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,343 | 898,000 | 7.47% | ||
| 4 | Frontier Wealth Management LLC | 18,957 | 468,000 | 3.89% | ||
| 5 | Argentus Capital Management, LLC | 5,873 | 145,000 | 1.21% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 3,176 | 78,000 | 0.65% | ||
| 7 | Carroll Financial Associates, Inc. | 1,338 | 33,000 | 0.27% | ||
| 8 | Creative Planning | 550 | 14,000 | 0.12% | ||
| 9 | ADVISOR GROUP, INC. | 441 | 10,000 | 0.08% | ||
| 10 | MORGAN STANLEY | 378 | 9,000 | 0.07% | ||
| 11 | ROYAL BANK OF CANADA | 138 | 3,000 | 0.02% | ||
| 12 | Tower Research Capital LLC (TRC) | 100 | 2,000 | 0.02% | ||
| 13 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 14 | WELLS FARGO & COMPANY/MN | 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.
