| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 595,100 | 16,693,000 | 71.35% | ||
| 2 | NewSquare Capital LLC | 201,080 | 5,640,000 | 24.11% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,674 | 524,000 | 2.24% | ||
| 4 | ROYAL BANK OF CANADA | 15,629 | 438,000 | 1.87% | ||
| 5 | Creative Planning | 2,025 | 57,000 | 0.24% | ||
| 6 | DEUTSCHE BANK AG\ | 1,600 | 44,000 | 0.19% |
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.
