| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 289,067 | 16,691,000 | 33.92% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 288,865 | 16,679,000 | 33.89% | ||
| 3 | CITY NATIONAL BANK | 133,078 | 7,684,000 | 15.61% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 37,976 | 2,193,000 | 4.46% | ||
| 5 | MORGAN STANLEY | 36,283 | 2,095,000 | 4.26% | ||
| 6 | SG Americas Securities, LLC | 21,138 | 1,221,000 | 2.48% | ||
| 7 | ARS Investment Partners, LLC | 17,475 | 1,009,000 | 2.05% | ||
| 8 | ALETHEA CAPITAL MANAGEMENT, LLC | 8,421 | 486,000 | 0.99% | ||
| 9 | B. Riley Wealth Advisors, Inc. | 6,140 | 355,000 | 0.72% | ||
| 10 | FMR LLC | 5,900 | 341,000 | 0.69% | ||
| 11 | CITY HOLDING CO | 4,775 | 276,000 | 0.56% | ||
| 12 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,533 | 89,000 | 0.18% | ||
| 13 | ROYAL BANK OF CANADA | 592 | 34,000 | 0.07% | ||
| 14 | WELLS FARGO & COMPANY/MN | 535 | 31,000 | 0.06% | ||
| 15 | WHITTIER TRUST CO | 242 | 14,000 | 0.03% | ||
| 16 | UBS Group AG | 169 | 10,000 | 0.02% | ||
| 17 | Ledyard National Bank | 105 | 6,000 | 0.01% | ||
| 18 | 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.
