| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRAUN STACEY ASSOCIATES INC | 31,647 | 1,336,000 | 47.63% | ||
| 2 | RONALD BLUE & CO LLC | 7,954 | 336,000 | 11.98% | ||
| 3 | Paradigm Financial Advisors, LLC | 6,292 | 265,000 | 9.45% | ||
| 4 | Janney Montgomery Scott LLC | 5,902 | 249,000 | 8.88% | ||
| 5 | BAR HARBOR WEALTH MANAGEMENT | 5,596 | 236,000 | 8.41% | ||
| 6 | Nair Vinay | 4,843 | 204,000 | 7.27% | SH | |
| 7 | Gemmer Asset Management LLC | 2,284 | 96,000 | 3.42% | ||
| 8 | Estabrook Capital Management | 1,000 | 42,200 | 1.50% | ||
| 9 | SUMMIT SECURITIES GROUP LLC | 966 | 41,000 | 1.46% |
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.
