| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STONE POINT CAPITAL LLC | 8,609,357 | 179,505,000 | 80.79% | ||
| 2 | MYCIO WEALTH PARTNERS, LLC | 1,276,206 | 26,609,000 | 11.98% | ||
| 3 | Freestone Capital Holdings, LLC | 336,267 | 7,011,000 | 3.16% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 269,796 | 5,626,000 | 2.53% | ||
| 5 | BARD ASSOCIATES INC | 132,433 | 2,761,000 | 1.24% | ||
| 6 | LPL Financial LLC | 11,525 | 245,000 | 0.11% | ||
| 7 | Evercore Wealth Management, LLC | 5,000 | 104,000 | 0.05% | ||
| 8 | BESSEMER GROUP INC | 4,987 | 104,000 | 0.05% | ||
| 9 | Plante Moran Financial Advisors, LLC | 4,976 | 104,000 | 0.05% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 2,850 | 59,000 | 0.03% | ||
| 11 | MORGAN STANLEY | 2,100 | 44,000 | 0.02% | ||
| 12 | WELLS FARGO & COMPANY/MN | 1,220 | 25,000 | 0.01% |
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.
