| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 906,402 | 25,379,000 | 65.84% | ||
| 2 | NewSquare Capital LLC | 238,641 | 6,682,000 | 17.33% | ||
| 3 | FOSTER & MOTLEY INC | 165,251 | 4,627,000 | 12.00% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,828 | 1,199,000 | 3.11% | ||
| 5 | ROYAL BANK OF CANADA | 20,528 | 577,000 | 1.50% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,448 | 41,000 | 0.11% | ||
| 7 | UBS Group AG | 985 | 28,000 | 0.07% | ||
| 8 | WELLS FARGO & COMPANY/MN | 535 | 15,000 | 0.04% | ||
| 9 | 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.
