| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 441,000 | 4,802,000 | 43.56% | ||
| 2 | Motley Fool Wealth Management, LLC | 314,555 | 3,426,000 | 31.08% | ||
| 3 | MORGAN STANLEY | 90,449 | 985,000 | 8.94% | ||
| 4 | Shoker Investment Counsel, Inc. | 37,347 | 406,000 | 3.68% | ||
| 5 | CITIGROUP INC | 35,113 | 382,000 | 3.47% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 33,615 | 366,000 | 3.32% | ||
| 7 | UBS Group AG | 26,839 | 292,000 | 2.65% | ||
| 8 | ROYAL BANK OF CANADA | 21,862 | 238,000 | 2.16% | ||
| 9 | JANE STREET GROUP, LLC | 10,316 | 112,000 | 1.02% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,057 | 12,000 | 0.11% | ||
| 11 | ALLIANCEBERNSTEIN L.P. | 150 | 2,000 | 0.02% | ||
| 12 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 13 | WELLS FARGO & COMPANY/MN | 0 | 0 | 0.00% |
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.
