| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wharton Business Group, LLC | 342,990 | 20,346,000 | 44.17% | ||
| 2 | Destination Wealth Management | 133,066 | 7,893,000 | 17.14% | ||
| 3 | ROYAL BANK OF CANADA | 100,463 | 5,959,000 | 12.94% | ||
| 4 | GOLDMAN SACHS GROUP INC | 48,954 | 2,904,000 | 6.31% | ||
| 5 | HighTower Advisors, LLC | 40,688 | 2,414,000 | 5.24% | ||
| 6 | Gemmer Asset Management LLC | 25,604 | 1,519,000 | 3.30% | ||
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,798 | 1,465,000 | 3.18% | ||
| 8 | CITY NATIONAL BANK | 20,167 | 1,196,000 | 2.60% | ||
| 9 | Glovista Investments LLC | 12,022 | 713,000 | 1.55% | ||
| 10 | Virtu KCG Holdings LLC | 9,631 | 568,000 | 1.23% | ||
| 11 | JANE STREET GROUP, LLC | 9,249 | 549,000 | 1.19% | ||
| 12 | LPL Financial LLC | 5,159 | 306,000 | 0.66% | ||
| 13 | Tower Research Capital LLC (TRC) | 1,030 | 61,000 | 0.13% | ||
| 14 | CITIGROUP INC | 982 | 58,000 | 0.13% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 818 | 49,000 | 0.11% | ||
| 16 | Sandy Spring Bank | 500 | 30,000 | 0.07% | ||
| 17 | MORGAN STANLEY | 200 | 12,000 | 0.03% | ||
| 18 | CANADA LIFE ASSURANCE Co | 175 | 10,000 | 0.02% | ||
| 19 | AMERIPRISE FINANCIAL INC | 43 | 3,000 | 0.01% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 56 | 3,000 | 0.01% |
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.
