| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pinnacle Advisory Group, Inc. | 1,088,733 | 23,168,000 | 71.44% | ||
| 2 | Alaska Permanent Capital Management, LLC | 258,943 | 5,510,000 | 16.99% | ||
| 3 | LPL Financial LLC | 71,770 | 1,527,000 | 4.71% | ||
| 4 | Brown Advisory Securities, LLC | 31,338 | 666,000 | 2.05% | ||
| 5 | Transamerica Financial Advisors, LLC | 16,336 | 348,000 | 1.07% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 14,543 | 309,000 | 0.95% | ||
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,893 | 253,000 | 0.78% | ||
| 8 | Robert W. Baird & Co. Inc | 10,235 | 218,000 | 0.67% | ||
| 9 | PRIVATE TRUST CO NA | 8,389 | 179,000 | 0.55% | ||
| 10 | MORGAN STANLEY | 5,270 | 112,000 | 0.35% | ||
| 11 | WELLS FARGO & COMPANY/MN | 3,118 | 66,000 | 0.20% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 2,918 | 62,000 | 0.19% | ||
| 13 | CITIGROUP INC | 465 | 10,000 | 0.03% |
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.
