| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 41,545 | 2,176,000 | 53.09% | ||
| 2 | Hirtle Callaghan & Co LLC | 36,819 | 1,923,000 | 46.91% |
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.