| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 52,753 | 5,260,000 | 16.06% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 50,576 | 5,058,000 | 15.44% | ||
| 3 | NewSquare Capital LLC | 49,640 | 4,964,000 | 15.15% | ||
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 44,465 | 4,447,000 | 13.58% | ||
| 5 | Raub Brock Capital Management LP | 35,593 | 3,560,000 | 10.87% | ||
| 6 | BlackRock Fund Advisors | 32,100 | 3,210,000 | 9.80% | ||
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,355 | 2,636,000 | 8.05% | ||
| 8 | Virtu KCG Holdings LLC | 26,060 | 2,606,000 | 7.96% | ||
| 9 | LPL Financial LLC | 3,759 | 376,000 | 1.15% | ||
| 10 | AMERIPRISE FINANCIAL INC | 2,345 | 235,000 | 0.72% | ||
| 11 | UBS Group AG | 1,555 | 156,000 | 0.48% | ||
| 12 | MORGAN STANLEY | 835 | 84,000 | 0.26% | ||
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 564 | 56,000 | 0.17% | ||
| 14 | MANAGED ACCOUNT ADVISORS LLC | 549 | 55,000 | 0.17% | ||
| 15 | ROYAL BANK OF CANADA | 305 | 31,000 | 0.09% | ||
| 16 | BANK OF AMERICA CORP /DE/ | 227 | 23,000 | 0.07% |
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.
