| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 101,329 | 2,376,000 | 26.69% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 81,871 | 1,920,000 | 21.57% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 77,682 | 1,822,000 | 20.47% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,559 | 435,000 | 4.89% | ||
| 5 | CABOT WEALTH MANAGEMENT INC | 16,827 | 395,000 | 4.44% | ||
| 6 | Carroll Financial Associates, Inc. | 16,700 | 392,000 | 4.40% | ||
| 7 | LPL Financial LLC | 16,088 | 380,000 | 4.27% | ||
| 8 | Commonwealth Equity Services, Inc | 16,090 | 377,000 | 4.23% | ||
| 9 | AXA S.A. | 13,200 | 310,000 | 3.48% | ||
| 10 | MORGAN STANLEY | 9,407 | 221,000 | 2.48% | ||
| 11 | ROYAL BANK OF CANADA | 6,021 | 141,000 | 1.58% | ||
| 12 | MSI Financial Services Inc | 5,178 | 121,000 | 1.36% | ||
| 13 | WELLS FARGO & COMPANY/MN | 304 | 7,000 | 0.08% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 255 | 6,000 | 0.07% |
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.
