| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 204,873 | 6,095,000 | 46.03% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 203,867 | 6,065,000 | 45.80% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,694 | 556,000 | 4.20% | ||
| 4 | Frontier Wealth Management LLC | 12,356 | 368,000 | 2.78% | ||
| 5 | MORGAN STANLEY | 1,791 | 54,000 | 0.41% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,267 | 38,000 | 0.29% | ||
| 7 | Carroll Financial Associates, Inc. | 1,263 | 37,000 | 0.28% | ||
| 8 | Creative Planning | 550 | 16,000 | 0.12% | ||
| 9 | ADVISOR GROUP, INC. | 441 | 13,000 | 0.10% | ||
| 10 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 11 | 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.
