| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20,969 | 210,000 | 38.60% | ||
| 2 | KING LUTHER CAPITAL MANAGEMENT CORP | 12,563 | 131,000 | 24.08% | ||
| 3 | SFMG, LLC | 12,026 | 126,000 | 23.16% | ||
| 4 | Tower Research Capital LLC (TRC) | 2,179 | 23,000 | 4.23% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,082 | 22,000 | 4.04% | ||
| 6 | UBS Group AG | 1,125 | 12,000 | 2.21% | ||
| 7 | MORGAN STANLEY | 1,088 | 11,000 | 2.02% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 604 | 6,000 | 1.10% | ||
| 9 | BlackRock Investment Management, LLC | 184 | 2,000 | 0.37% | ||
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 124 | 1,000 | 0.18% | ||
| 11 | CITIGROUP INC | 33 | 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.
