| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STONE POINT CAPITAL LLC | 8,609,357 | 147,737,000 | 78.65% | ||
| 2 | MYCIO WEALTH PARTNERS, LLC | 1,384,207 | 23,753,000 | 12.65% | ||
| 3 | Freestone Capital Holdings, LLC | 336,179 | 5,769,000 | 3.07% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 269,796 | 4,630,000 | 2.46% | ||
| 5 | BARD ASSOCIATES INC | 115,023 | 1,974,000 | 1.05% | ||
| 6 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 101,000 | 1,733,000 | 0.92% | ||
| 7 | Caprock Group, LLC | 47,767 | 820,000 | 0.44% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 29,100 | 499,000 | 0.27% | ||
| 9 | B. Riley Wealth Advisors, Inc. | 19,764 | 340,000 | 0.18% | ||
| 10 | Evercore Wealth Management, LLC | 16,000 | 275,000 | 0.15% | ||
| 11 | BESSEMER GROUP INC | 4,987 | 86,000 | 0.05% | ||
| 12 | Plante Moran Financial Advisors, LLC | 4,976 | 85,000 | 0.05% | ||
| 13 | MSI Financial Services Inc | 4,250 | 73,000 | 0.04% | ||
| 14 | ACROSPIRE INVESTMENT MANAGEMENT LLC | 1,049 | 18,000 | 0.01% | ||
| 15 | MORGAN STANLEY | 1,000 | 17,000 | 0.01% | ||
| 16 | WELLS FARGO & COMPANY/MN | 900 | 15,000 | 0.01% | ||
| 17 | UBS Group AG | 657 | 11,000 | 0.01% | ||
| 18 | Tower Research Capital LLC (TRC) | 141 | 2,000 | 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.
