| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 212,022 | 5,905,000 | 42.49% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 211,296 | 5,884,000 | 42.34% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,306 | 1,512,000 | 10.88% | ||
| 4 | Frontier Wealth Management LLC | 16,490 | 459,000 | 3.30% | ||
| 5 | Carroll Financial Associates, Inc. | 1,268 | 35,000 | 0.25% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,184 | 33,000 | 0.24% | ||
| 7 | MORGAN STANLEY | 1,066 | 30,000 | 0.22% | ||
| 8 | Creative Planning | 550 | 15,000 | 0.11% | ||
| 9 | ADVISOR GROUP, INC. | 441 | 13,000 | 0.09% | ||
| 10 | Concert Wealth Management Inc. | 190 | 5,000 | 0.04% | ||
| 11 | ROYAL BANK OF CANADA | 138 | 4,000 | 0.03% | ||
| 12 | CITIGROUP INC | 31 | 1,000 | 0.01% | ||
| 13 | Argentus Capital Management, LLC | 15 | 0 | 0.00% | ||
| 14 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 15 | 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.
