| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ParenteBeard Wealth Management, LLC | 202,312 | 9,229,000 | 37.37% | ||
| 2 | Salient Capital Advisors, LLC | 182,227 | 8,313,000 | 33.66% | ||
| 3 | Estabrook Capital Management | 68,875 | 3,142,078 | 12.72% | ||
| 4 | BEACON FINANCIAL GROUP | 54,984 | 2,497,000 | 10.11% | ||
| 5 | NORTHSTAR INVESTMENT ADVISORS LLC | 25,023 | 1,142,000 | 4.62% | ||
| 6 | KELLEHER FINANCIAL ADVISORS | 7,650 | 353,000 | 1.43% | ||
| 7 | BOSTON PRIVATE BANK & TRUST CO | 474 | 22,000 | 0.09% | ||
| 8 | JNBA Financial Advisors | 32 | 1,000 | 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.
