| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 491,311 | 10,178,000 | 36.54% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 205,072 | 4,282,000 | 15.37% | ||
| 3 | MORGAN STANLEY | 132,688 | 2,771,000 | 9.95% | ||
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 129,025 | 2,694,000 | 9.67% | ||
| 5 | ROYAL BANK OF CANADA | 86,443 | 1,805,000 | 6.48% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 80,579 | 1,682,000 | 6.04% | ||
| 7 | GUPTA WEALTH MANAGEMENT LLC | 42,355 | 884,000 | 3.17% | ||
| 8 | LPL Financial LLC | 37,303 | 781,000 | 2.80% | ||
| 9 | MANAGED ACCOUNT ADVISORS LLC | 37,330 | 779,000 | 2.80% | ||
| 10 | Linscomb Wealth, Inc. | 30,931 | 646,000 | 2.32% | ||
| 11 | FCG ADVISORS, LLC | 22,623 | 472,000 | 1.69% | ||
| 12 | WELLS FARGO & COMPANY/MN | 14,374 | 300,000 | 1.08% | ||
| 13 | HHG & Company, LLC | 10,500 | 219,000 | 0.79% | ||
| 14 | Lehman Financial Resources, Inc. | 4,762 | 99,000 | 0.36% | ||
| 15 | TRUST CO | 4,621 | 96,000 | 0.34% | ||
| 16 | STANCORP INVESTMENT ADVISERS INC | 4,564 | 95,000 | 0.34% | ||
| 17 | UBS Group AG | 3,325 | 69,000 | 0.25% | ||
| 18 | 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.
