| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 360,447 | 7,840,000 | 55.52% | ||
| 2 | AMG National Trust Bank | 125,375 | 2,727,000 | 19.31% | ||
| 3 | HEFTY WEALTH PARTNERS | 28,163 | 612,000 | 4.33% | ||
| 4 | JANE STREET GROUP, LLC | 26,874 | 584,000 | 4.14% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 24,962 | 543,000 | 3.85% | ||
| 6 | Rathbones Group PLC | 23,265 | 506,000 | 3.58% | ||
| 7 | AXA S.A. | 23,200 | 505,000 | 3.58% | ||
| 8 | Glovista Investments LLC | 16,044 | 349,000 | 2.47% | ||
| 9 | MORGAN STANLEY | 14,851 | 323,000 | 2.29% | ||
| 10 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2,177 | 47,000 | 0.33% | ||
| 11 | ROYAL BANK OF CANADA | 2,000 | 43,000 | 0.30% | ||
| 12 | ADVISOR GROUP, INC. | 1,500 | 33,000 | 0.23% | ||
| 13 | IFP ADVISORS, INC | 233 | 5,000 | 0.04% | ||
| 14 | FARMERS & MERCHANTS INVESTMENTS INC | 78 | 2,000 | 0.01% | ||
| 15 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 89 | 2,000 | 0.01% | ||
| 16 | MSI Financial Services Inc | 15 | 0 | 0.00% | ||
| 17 | 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.
