| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ironwood Investment Counsel, LLC | 589,975 | 17,853,000 | 91.92% | ||
| 2 | Evensky & Katz LLC | 22,145 | 670,000 | 3.45% | ||
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,255 | 341,000 | 1.76% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 7,283 | 220,000 | 1.13% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,259 | 129,000 | 0.66% | ||
| 6 | UBS Group AG | 4,085 | 124,000 | 0.64% | ||
| 7 | ROYAL BANK OF CANADA | 1,500 | 45,000 | 0.23% | ||
| 8 | WELLS FARGO & COMPANY/MN | 1,342 | 41,000 | 0.21% | ||
| 9 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 10 | Tower Research Capital LLC (TRC) | 2 | 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.
