| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 380,088 | 7,989,000 | 22.93% | ||
| 2 | NewSquare Capital LLC | 342,965 | 7,209,000 | 20.69% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 151,762 | 3,190,000 | 9.16% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 148,229 | 3,116,000 | 8.94% | ||
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 109,268 | 2,297,000 | 6.59% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 101,532 | 2,134,000 | 6.13% | ||
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 97,746 | 2,055,000 | 5.90% | ||
| 8 | Raub Brock Capital Management LP | 77,560 | 1,630,000 | 4.68% | ||
| 9 | HighTower Advisors, LLC | 71,639 | 1,506,000 | 4.32% | ||
| 10 | UBS AG | 54,570 | 1,147,000 | 3.29% | ||
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 44,947 | 945,000 | 2.71% | ||
| 12 | ROYAL BANK OF CANADA | 38,925 | 818,000 | 2.35% | ||
| 13 | Bluefin Trading, LLC | 37,535 | 800,000 | 2.30% |
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.
