| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 227,217 | 12,570,000 | 41.02% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 226,793 | 12,546,000 | 40.94% | ||
| 3 | MORGAN STANLEY | 35,045 | 1,939,000 | 6.33% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 17,239 | 954,000 | 3.11% | ||
| 5 | ARS Investment Partners, LLC | 16,921 | 936,000 | 3.05% | ||
| 6 | SG Americas Securities, LLC | 10,338 | 572,000 | 1.87% | ||
| 7 | ROYAL BANK OF CANADA | 6,757 | 374,000 | 1.22% | ||
| 8 | B. Riley Wealth Advisors, Inc. | 6,250 | 346,000 | 1.13% | ||
| 9 | CITY HOLDING CO | 4,875 | 270,000 | 0.88% | ||
| 10 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,585 | 88,000 | 0.29% | ||
| 11 | WELLS FARGO & COMPANY/MN | 535 | 30,000 | 0.10% | ||
| 12 | AMERIPRISE FINANCIAL INC | 277 | 15,000 | 0.05% | ||
| 13 | Ledyard National Bank | 105 | 6,000 | 0.02% |
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.
