| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTERACTIVE FINANCIAL ADVISORS, INC. | 16,815 | 1,268,000 | 26.71% | ||
| 2 | NORTHERN TRUST CORP | 986,374 | 744,000 | 15.67% | ||
| 3 | MORGAN STANLEY | 8,426 | 636,000 | 13.40% | ||
| 4 | Virtu KCG Holdings LLC | 6,636 | 500,000 | 10.53% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 4,480 | 338,000 | 7.12% | ||
| 6 | LPL Financial LLC | 3,813 | 287,000 | 6.05% | ||
| 7 | CABOT WEALTH MANAGEMENT INC | 3,675 | 277,000 | 5.84% | ||
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,654 | 276,000 | 5.81% | ||
| 9 | Family Firm, Inc. | 3,600 | 271,000 | 5.71% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1,422 | 107,000 | 2.25% | ||
| 11 | UBS Group AG | 383 | 29,000 | 0.61% | ||
| 12 | US BANCORP \DE\ | 188 | 14,000 | 0.29% |
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.
