| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 884,830 | 25,394,000 | 62.85% | ||
| 2 | NewSquare Capital LLC | 338,665 | 9,719,000 | 24.05% | ||
| 3 | FOSTER & MOTLEY INC | 157,486 | 4,520,000 | 11.19% | ||
| 4 | ROYAL BANK OF CANADA | 24,706 | 709,000 | 1.75% | ||
| 5 | DEUTSCHE BANK AG\ | 1,600 | 45,000 | 0.11% | ||
| 6 | UBS Group AG | 619 | 18,000 | 0.04% | ||
| 7 | Parallax Volatility Advisers, L.P. | 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.
