| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 119,687 | 7,320,000 | 39.80% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 119,205 | 7,291,000 | 39.65% | ||
| 3 | Bluefin Trading, LLC | 38,620 | 2,400,000 | 13.05% | ||
| 4 | ROYAL BANK OF CANADA | 6,779 | 415,000 | 2.26% | ||
| 5 | Cypress Capital Group | 4,856 | 297,000 | 1.62% | ||
| 6 | LPL Financial LLC | 3,316 | 203,000 | 1.10% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 2,082 | 127,000 | 0.69% | ||
| 8 | MORGAN STANLEY | 1,616 | 99,000 | 0.54% | ||
| 9 | NEW ENGLAND SECURITIES CORP /MA/ | 1,041 | 64,000 | 0.35% | ||
| 10 | UBS AG | 878 | 54,000 | 0.29% | ||
| 11 | AMERIPRISE FINANCIAL INC | 717 | 44,000 | 0.24% | ||
| 12 | WELLS FARGO & COMPANY/MN | 674 | 41,000 | 0.22% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 437 | 26,727 | 0.15% | ||
| 14 | SUMMIT SECURITIES GROUP LLC | 92 | 6,000 | 0.03% | ||
| 15 | MSI Financial Services Inc | 32 | 2,000 | 0.01% |
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.
