| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 886,290 | 23,797,000 | 65.24% | ||
| 2 | NewSquare Capital LLC | 235,575 | 6,325,000 | 17.34% | ||
| 3 | FOSTER & MOTLEY INC | 161,495 | 4,329,000 | 11.87% | ||
| 4 | CIDEL ASSET MANAGEMENT INC | 27,300 | 735,000 | 2.02% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,406 | 657,000 | 1.80% | ||
| 6 | ROYAL BANK OF CANADA | 18,969 | 510,000 | 1.40% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 3,644 | 98,000 | 0.27% | ||
| 8 | UBS Group AG | 887 | 24,000 | 0.07% | ||
| 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.
