| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 120,110 | 2,975,000 | 25.78% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 118,273 | 2,930,000 | 25.39% | ||
| 3 | CITIGROUP INC | 81,359 | 2,015,000 | 17.46% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50,063 | 1,240,000 | 10.75% | ||
| 5 | Linscomb Wealth, Inc. | 46,403 | 1,149,000 | 9.96% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 27,599 | 684,000 | 5.93% | ||
| 7 | WELLS FARGO & COMPANY/MN | 11,769 | 291,000 | 2.52% | ||
| 8 | MORGAN STANLEY | 7,298 | 181,000 | 1.57% | ||
| 9 | UBS Group AG | 3,037 | 75,000 | 0.65% | ||
| 10 | 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.
