| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 92,680 | 631,000 | 91.32% | ||
| 2 | ROYAL BANK OF CANADA | 6,831 | 53,000 | 7.67% | ||
| 3 | DEUTSCHE BANK AG\ | 600 | 4,000 | 0.58% | ||
| 4 | Tower Research Capital LLC (TRC) | 382 | 3,000 | 0.43% | ||
| 5 | MORGAN STANLEY | 10 | 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.
