| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewSquare Capital LLC | 189,280 | 5,158,000 | 31.88% | ||
| 2 | FOSTER & MOTLEY INC | 161,081 | 4,389,000 | 27.13% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 83,276 | 2,269,000 | 14.02% | ||
| 4 | LPL Financial LLC | 66,914 | 1,807,000 | 11.17% | ||
| 5 | JANE STREET GROUP, LLC | 35,644 | 971,000 | 6.00% | ||
| 6 | CIDEL ASSET MANAGEMENT INC | 20,600 | 563,000 | 3.48% | ||
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,654 | 482,000 | 2.98% | ||
| 8 | ROYAL BANK OF CANADA | 10,674 | 291,000 | 1.80% | ||
| 9 | Sageworth Trust Co | 8,565 | 233,000 | 1.44% | ||
| 10 | ATWOOD & PALMER INC | 638 | 17,000 | 0.11% | ||
| 11 | 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.
