| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 125 | 20,000 | 0.15% | ||
| 2 | Creative Planning | 200 | 33,000 | 0.25% | ||
| 3 | SHARKEY, HOWES & JAVER | 223 | 36,000 | 0.28% | ||
| 4 | UBS Group AG | 1,233 | 200,000 | 1.54% | ||
| 5 | Sandy Spring Bank | 1,344 | 218,000 | 1.68% | ||
| 6 | Commonwealth Equity Services, Inc | 1,598 | 260,000 | 2.00% | ||
| 7 | CSS LLC/IL | 3,400 | 553,000 | 4.25% | ||
| 8 | CANANDAIGUA NATIONAL BANK & TRUST CO | 4,000 | 650,000 | 5.00% | ||
| 9 | ROYAL BANK OF CANADA | 5,728 | 931,000 | 7.16% | ||
| 10 | RENAISSANCE TECHNOLOGIES LLC | 5,900 | 959,000 | 7.37% | ||
| 11 | LPL Financial LLC | 15,999 | 2,585,000 | 19.87% | ||
| 12 | PRIVATE TRUST CO NA | 15,999 | 2,600,000 | 19.98% | ||
| 13 | DIMENSIONAL FUND ADVISORS LP | 24,729 | 3,966,000 | 30.48% |
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.
