| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Alaska Permanent Capital Management, LLC | 431,587 | 5,210,000 | 42.69% | ||
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 403,438 | 4,870,000 | 39.90% | ||
| 3 | BANK OF THE WEST | 55,599 | 671,000 | 5.50% | ||
| 4 | UBS Group AG | 38,103 | 460,000 | 3.77% | ||
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 23,868 | 288,000 | 2.36% | ||
| 6 | WELLS FARGO & COMPANY/MN | 19,775 | 239,000 | 1.96% | ||
| 7 | Pinnacle Advisory Group, Inc. | 16,075 | 194,000 | 1.59% | ||
| 8 | M Holdings Securities, Inc. | 11,707 | 141,000 | 1.16% | ||
| 9 | LPL Financial LLC | 10,854 | 130,000 | 1.07% | ||
| 10 | Transamerica Financial Advisors, LLC | 20 | 1,000 | 0.01% | ||
| 11 | 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.
