| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 367,825 | 8,949,000 | 27.53% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 366,293 | 8,912,000 | 27.42% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 338,932 | 8,246,000 | 25.37% | ||
| 4 | DAY & ENNIS, LLC | 85,000 | 2,068,000 | 6.36% | ||
| 5 | UBS Group AG | 84,606 | 2,058,000 | 6.33% | ||
| 6 | ROYAL BANK OF CANADA | 41,013 | 998,000 | 3.07% | ||
| 7 | JANE STREET GROUP, LLC | 25,799 | 628,000 | 1.93% | ||
| 8 | Virtu KCG Holdings LLC | 15,767 | 384,000 | 1.18% | ||
| 9 | MORGAN STANLEY | 4,345 | 106,000 | 0.33% | ||
| 10 | INTEGRATED WEALTH MANAGEMENT | 3,296 | 80,000 | 0.25% | ||
| 11 | PROFICIO CAPITAL PARTNERS LLC | 2,445 | 59,000 | 0.18% | ||
| 12 | MSI Financial Services Inc | 360 | 9,000 | 0.03% | ||
| 13 | IFP ADVISORS, INC | 206 | 5,000 | 0.02% | ||
| 14 | BlackRock Investment Management, LLC | 41 | 1,000 | 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.
