| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRAUN STACEY ASSOCIATES INC | 45,300 | 2,597,000 | 37.03% | ||
| 2 | COLONY GROUP LLC | 38,835 | 2,226,000 | 31.74% | ||
| 3 | MORRIS CAPITAL ADVISORS, LLC | 14,212 | 815,000 | 11.62% | ||
| 4 | TRUST CO OF OKLAHOMA | 9,850 | 564,701 | 8.05% | ||
| 5 | Dana Investment Advisors, Inc. | 9,506 | 545,000 | 7.77% | ||
| 6 | Alexandria Capital, LLC | 2,600 | 149,000 | 2.12% | ||
| 7 | Advisory Services Network, LLC | 1,126 | 65,000 | 0.93% | ||
| 8 | Gemmer Asset Management LLC | 366 | 21,000 | 0.30% | ||
| 9 | PINKERTON WEALTH, LLC | 270 | 15,000 | 0.21% | ||
| 10 | Archford Capital Strategies, LLC | 154 | 8,000 | 0.11% | ||
| 11 | CWM, LLC | 132 | 8,000 | 0.11% |
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.
