| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 894,581 | 25,369,000 | 65.22% | ||
| 2 | NewSquare Capital LLC | 285,030 | 8,083,000 | 20.78% | ||
| 3 | FOSTER & MOTLEY INC | 161,762 | 4,587,000 | 11.79% | ||
| 4 | ROYAL BANK OF CANADA | 22,243 | 631,000 | 1.62% | ||
| 5 | UMB Bank, n.a. | 7,500 | 213,000 | 0.55% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 565 | 16,000 | 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.
