| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 24,729 | 4,123,000 | 32.86% | ||
| 2 | PRIVATE TRUST CO NA | 15,999 | 2,667,000 | 21.25% | ||
| 3 | LPL Financial LLC | 15,999 | 2,650,000 | 21.12% | ||
| 4 | RENAISSANCE TECHNOLOGIES LLC | 5,400 | 900,000 | 7.17% | ||
| 5 | CANANDAIGUA NATIONAL BANK & TRUST CO | 4,000 | 667,000 | 5.32% | ||
| 6 | CSS LLC/IL | 3,400 | 567,000 | 4.52% | ||
| 7 | Commonwealth Equity Services, Inc | 1,874 | 313,000 | 2.49% | ||
| 8 | Sandy Spring Bank | 1,344 | 224,000 | 1.79% | ||
| 9 | NORTHERN TRUST CORP | 1,304 | 217,000 | 1.73% | ||
| 10 | UBS Group AG | 586 | 98,000 | 0.78% | ||
| 11 | SHARKEY, HOWES & JAVER | 223 | 37,000 | 0.29% | ||
| 12 | Creative Planning | 200 | 33,000 | 0.26% | ||
| 13 | Tower Research Capital LLC (TRC) | 185 | 31,000 | 0.25% | ||
| 14 | MORGAN STANLEY | 125 | 21,000 | 0.17% |
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.
