| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ironwood Investment Counsel, LLC | 669,769 | 18,864,000 | 87.30% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 40,015 | 1,127,000 | 5.22% | ||
| 3 | GOLDMAN SACHS GROUP INC | 33,235 | 936,000 | 4.33% | ||
| 4 | Evensky & Katz LLC | 12,727 | 358,000 | 1.66% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 5,368 | 151,000 | 0.70% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,615 | 130,000 | 0.60% | ||
| 7 | ROYAL BANK OF CANADA | 1,500 | 42,000 | 0.19% | ||
| 8 | 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.
