| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29,817 | 1,245,000 | 27.43% | ||
| 2 | TRAIN BABCOCK ADVISORS LLC | 29,775 | 1,243,000 | 27.39% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 22,156 | 925,000 | 20.38% | ||
| 4 | S&CO INC | 20,000 | 835,000 | 18.40% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 6,954 | 290,000 | 6.39% |
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.
