| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 71,924 | 1,821,000 | 19.69% | ||
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,061 | 1,116,000 | 12.07% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 41,982 | 1,063,000 | 11.50% | ||
| 4 | NewSquare Capital LLC | 37,115 | 940,000 | 10.17% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 36,637 | 928,000 | 10.04% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 35,568 | 901,000 | 9.74% | ||
| 7 | Mariner, LLC | 32,113 | 813,000 | 8.79% | ||
| 8 | JPMORGAN CHASE & CO | 17,312 | 438,000 | 4.74% | ||
| 9 | Legacy Private Trust Co. | 16,300 | 413,000 | 4.47% | ||
| 10 | Vigilant Capital Management, LLC | 13,785 | 349,000 | 3.77% | ||
| 11 | HighTower Advisors, LLC | 13,629 | 345,000 | 3.73% | ||
| 12 | Alerus Investment Advisors Corp | 4,294 | 109,000 | 1.18% | ||
| 13 | AMERIPRISE FINANCIAL INC | 437 | 11,000 | 0.12% |
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.
