| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 396,370 | 10,737,000 | 43.53% | ||
| 2 | JMG Financial Group, Ltd. | 288,037 | 7,803,000 | 31.64% | ||
| 3 | KINGS POINT CAPITAL MANAGEMENT | 107,270 | 2,906,000 | 11.78% | ||
| 4 | Adams Asset Advisors, LLC | 41,411 | 1,121,000 | 4.54% | ||
| 5 | BOSTON RESEARCH & MANAGEMENT INC | 34,990 | 947,000 | 3.84% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 17,500 | 474,000 | 1.92% | ||
| 7 | FARR MILLER & WASHINGTON LLC/DC | 10,000 | 271,000 | 1.10% | ||
| 8 | SignalPoint Asset Management, LLC | 9,269 | 251,000 | 1.02% | ||
| 9 | Plante Moran Financial Advisors, LLC | 5,740 | 155,000 | 0.63% |
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.
