| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COLONY GROUP LLC | 1,186,373 | 27,417,000 | 62.99% | ||
| 2 | STATE STREET CORP | 577,204 | 13,337,000 | 30.64% | ||
| 3 | Atria Investments, Inc | 69,266 | 1,601,000 | 3.68% | ||
| 4 | CITIGROUP INC | 17,119 | 396,000 | 0.91% | ||
| 5 | JANE STREET GROUP, LLC | 15,875 | 367,000 | 0.84% | ||
| 6 | IFP ADVISORS, INC | 11,160 | 258,000 | 0.59% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 6,521 | 151,000 | 0.35% |
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.
