| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 518,000 | 4,377,000 | 59.80% | ||
| 2 | MORGAN STANLEY | 92,636 | 783,000 | 10.70% | ||
| 3 | UBS Group AG | 59,054 | 499,000 | 6.82% | ||
| 4 | Shoker Investment Counsel, Inc. | 51,078 | 431,000 | 5.89% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 26,174 | 221,000 | 3.02% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 25,063 | 212,000 | 2.90% | ||
| 7 | CITIGROUP INC | 21,183 | 180,000 | 2.46% | ||
| 8 | Virtu KCG Holdings LLC | 18,288 | 155,000 | 2.12% | ||
| 9 | BROWN ADVISORY INC | 18,200 | 154,000 | 2.10% | ||
| 10 | ROYAL BANK OF CANADA | 16,137 | 136,000 | 1.86% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 15,689 | 133,000 | 1.82% | ||
| 12 | Checchi Capital Advisers, LLC | 4,601 | 39,000 | 0.53% | ||
| 13 | WELLS FARGO & COMPANY/MN | 0 | 0 | 0.00% | ||
| 14 | Parallax Volatility Advisers, L.P. | 1 | 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.
