| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wharton Business Group, LLC | 464,790 | 27,181,000 | 45.89% | ||
| 2 | ROYAL BANK OF CANADA | 177,289 | 10,368,000 | 17.50% | ||
| 3 | Destination Wealth Management | 145,137 | 8,488,000 | 14.33% | ||
| 4 | HighTower Advisors, LLC | 40,827 | 2,388,000 | 4.03% | ||
| 5 | GOLDMAN SACHS GROUP INC | 37,902 | 2,217,000 | 3.74% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,031 | 2,163,000 | 3.65% | ||
| 7 | MORGAN STANLEY | 31,184 | 1,824,000 | 3.08% | ||
| 8 | JANE STREET GROUP, LLC | 28,552 | 1,670,000 | 2.82% | ||
| 9 | Gemmer Asset Management LLC | 15,069 | 881,000 | 1.49% | ||
| 10 | Glovista Investments LLC | 12,022 | 703,000 | 1.19% | ||
| 11 | DEUTSCHE BANK AG\ | 10,141 | 593,000 | 1.00% | ||
| 12 | LPL Financial LLC | 5,090 | 294,000 | 0.50% | ||
| 13 | CITY NATIONAL BANK | 4,217 | 247,000 | 0.42% | ||
| 14 | CITIGROUP INC | 1,267 | 74,000 | 0.12% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 957 | 56,000 | 0.09% | ||
| 16 | Tower Research Capital LLC (TRC) | 593 | 35,000 | 0.06% | ||
| 17 | Sandy Spring Bank | 500 | 29,000 | 0.05% | ||
| 18 | CANADA LIFE ASSURANCE Co | 175 | 10,000 | 0.02% | ||
| 19 | Private Advisor Group, LLC | 87 | 5,000 | 0.01% | ||
| 20 | AMERIPRISE FINANCIAL INC | 43 | 3,000 | 0.01% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 57 | 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.
