| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 41,120 | 2,346,000 | 28.83% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 21,542 | 1,229,000 | 15.11% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21,476 | 1,225,000 | 15.06% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 20,917 | 1,194,000 | 14.68% | ||
| 5 | ARS Investment Partners, LLC | 15,438 | 881,000 | 10.83% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,330 | 646,000 | 7.94% | ||
| 7 | CITY HOLDING CO | 5,175 | 295,000 | 3.63% | ||
| 8 | B. Riley Wealth Advisors, Inc. | 4,190 | 239,000 | 2.94% | ||
| 9 | BENJAMIN F. EDWARDS & COMPANY, INC. | 735 | 42,000 | 0.52% | ||
| 10 | WELLS FARGO & COMPANY/MN | 535 | 31,000 | 0.38% | ||
| 11 | Ledyard National Bank | 140 | 8,000 | 0.10% |
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.
