| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 323,252 | 6,665,000 | 23.23% | ||
| 2 | NewSquare Capital LLC | 194,440 | 4,009,000 | 13.97% | ||
| 3 | ROYAL BANK OF CANADA | 145,006 | 2,990,000 | 10.42% | ||
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 107,729 | 2,221,000 | 7.74% | ||
| 5 | Bluefin Trading, LLC | 100,940 | 2,100,000 | 7.32% | ||
| 6 | JANE STREET GROUP, LLC | 100,997 | 2,083,000 | 7.26% | ||
| 7 | UBS AG | 91,505 | 1,887,000 | 6.58% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 73,806 | 1,522,000 | 5.30% | ||
| 9 | HighTower Advisors, LLC | 73,333 | 1,512,000 | 5.27% | ||
| 10 | Raub Brock Capital Management LP | 67,830 | 1,399,000 | 4.88% | ||
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 46,668 | 962,000 | 3.35% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32,572 | 672,000 | 2.34% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 32,572 | 672,000 | 2.34% |
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.
