| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOMANI WEALTH, LLC | 202,327 | 9,248,000 | 38.41% | ||
| 2 | Salient Capital Advisors, LLC | 126,788 | 5,795,000 | 24.07% | ||
| 3 | Estabrook Capital Management | 70,575 | 3,225,983 | 13.40% | ||
| 4 | STATE STREET CORP | 36,072 | 1,649,000 | 6.85% | ||
| 5 | Coe Capital Management, LLC | 33,781 | 1,544,130 | 6.41% | ||
| 6 | Janney Montgomery Scott LLC | 29,971 | 1,369,992 | 5.69% | ||
| 7 | NORTHSTAR INVESTMENT ADVISORS LLC | 19,650 | 898,000 | 3.73% | ||
| 8 | KELLEHER FINANCIAL ADVISORS | 7,650 | 349,000 | 1.45% | ||
| 9 | 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.
