| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pinnacle Advisory Group, Inc. | 1,170,388 | 25,289,000 | 69.92% | ||
| 2 | Alaska Permanent Capital Management, LLC | 270,466 | 5,844,000 | 16.16% | ||
| 3 | LPL Financial LLC | 70,547 | 1,524,000 | 4.21% | ||
| 4 | Brown Advisory Securities, LLC | 37,976 | 820,000 | 2.27% | ||
| 5 | UBS AG | 25,350 | 548,000 | 1.52% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 24,864 | 537,000 | 1.48% | ||
| 7 | Transamerica Financial Advisors, LLC | 19,215 | 416,000 | 1.15% | ||
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,593 | 251,000 | 0.69% | ||
| 9 | Commonwealth Equity Services, Inc | 11,385 | 246,000 | 0.68% | ||
| 10 | Robert W. Baird & Co. Inc | 10,235 | 221,000 | 0.61% | ||
| 11 | PRIVATE TRUST CO NA | 8,389 | 181,000 | 0.50% | ||
| 12 | MORGAN STANLEY | 4,746 | 102,000 | 0.28% | ||
| 13 | WELLS FARGO & COMPANY/MN | 3,118 | 67,000 | 0.19% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 2,918 | 64,000 | 0.18% | ||
| 15 | B. Riley Wealth Advisors, Inc. | 1,250 | 27,010 | 0.07% | ||
| 16 | Horrell Capital Management, Inc. | 910 | 20,000 | 0.06% | ||
| 17 | Ground Swell Capital, LLC | 430 | 9,000 | 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.
