| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 884,495 | 24,111,000 | 61.79% | ||
| 2 | NewSquare Capital LLC | 190,292 | 5,187,000 | 13.29% | ||
| 3 | FOSTER & MOTLEY INC | 164,281 | 4,478,000 | 11.48% | ||
| 4 | LPL Financial LLC | 63,138 | 1,696,000 | 4.35% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51,773 | 1,408,000 | 3.61% | ||
| 6 | JANE STREET GROUP, LLC | 27,217 | 742,000 | 1.90% | ||
| 7 | CIDEL ASSET MANAGEMENT INC | 20,600 | 560,000 | 1.44% | ||
| 8 | ROYAL BANK OF CANADA | 13,692 | 373,000 | 0.96% | ||
| 9 | Sageworth Trust Co | 8,565 | 233,000 | 0.60% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 8,360 | 228,000 | 0.58% | ||
| 11 | SEI INVESTMENTS CO | 55 | 2,000 | 0.01% | ||
| 12 | 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.
