| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 50,504 | 2,966,000 | 31.21% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 50,504 | 2,966,000 | 31.21% | ||
| 3 | Thomasville National Bank | 35,000 | 2,055,000 | 21.63% | ||
| 4 | GOLDMAN SACHS GROUP INC | 6,297 | 370,000 | 3.89% | ||
| 5 | ROYAL BANK OF CANADA | 6,034 | 354,000 | 3.73% | ||
| 6 | MORGAN STANLEY | 4,550 | 267,000 | 2.81% | ||
| 7 | LPL Financial LLC | 3,591 | 211,000 | 2.22% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 2,112 | 124,000 | 1.30% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,142 | 67,000 | 0.71% | ||
| 10 | UBS AG | 1,066 | 62,000 | 0.65% | ||
| 11 | AMERICAN INTERNATIONAL GROUP, INC. | 437 | 25,665 | 0.27% | ||
| 12 | Tower Research Capital LLC (TRC) | 317 | 19,000 | 0.20% | ||
| 13 | AMERIPRISE FINANCIAL INC | 236 | 14,000 | 0.15% | ||
| 14 | MSI Financial Services Inc | 32 | 2,000 | 0.02% |
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.
