| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 883,850 | 24,697,000 | 80.04% | ||
| 2 | NewSquare Capital LLC | 189,600 | 5,337,000 | 17.30% | ||
| 3 | ROYAL BANK OF CANADA | 16,913 | 476,000 | 1.54% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,164 | 230,000 | 0.75% | ||
| 5 | DEUTSCHE BANK AG\ | 1,600 | 45,000 | 0.15% | ||
| 6 | UBS AG | 1,150 | 32,000 | 0.10% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1,015 | 29,000 | 0.09% | ||
| 8 | Creative Planning | 350 | 10,000 | 0.03% |
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.
