| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 76,874 | 1,943,000 | 28.00% | ||
| 2 | JANE STREET GROUP, LLC | 54,106 | 1,367,000 | 19.70% | ||
| 3 | NewSquare Capital LLC | 39,760 | 1,005,000 | 14.48% | ||
| 4 | Vigilant Capital Management, LLC | 25,915 | 655,000 | 9.44% | ||
| 5 | WELLS FARGO & COMPANY/MN | 25,471 | 644,000 | 9.28% | ||
| 6 | JPMORGAN CHASE & CO | 12,295 | 311,000 | 4.48% | ||
| 7 | HighTower Advisors, LLC | 11,783 | 298,000 | 4.29% | ||
| 8 | COLONY GROUP LLC | 10,310 | 261,000 | 3.76% | ||
| 9 | OLD NATIONAL BANCORP /IN/ | 9,000 | 227,000 | 3.27% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 5,850 | 148,000 | 2.13% | ||
| 11 | MORGAN STANLEY | 3,175 | 80,000 | 1.15% | ||
| 12 | 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.
