| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KMS FINANCIAL SERVICES, INC | 119,887 | 3,315,000 | 51.28% | ||
| 2 | ProVise Management Group, LLC | 86,105 | 2,381,000 | 36.83% | ||
| 3 | WESPAC Advisors, LLC | 21,403 | 592,000 | 9.16% | ||
| 4 | Madden Advisory Services, Inc. | 1,895 | 52,000 | 0.80% | ||
| 5 | FOUNDERS BANK & TRUST | 1,745 | 48,000 | 0.74% | ||
| 6 | US BANCORP \DE\ | 1,260 | 35,000 | 0.54% | ||
| 7 | Financial Architects, Inc | 555 | 15,000 | 0.23% | ||
| 8 | Creative Planning | 487 | 13,000 | 0.20% | ||
| 9 | Gemmer Asset Management LLC | 390 | 11,000 | 0.17% | ||
| 10 | Sandy Spring Bank | 40 | 1,000 | 0.02% | ||
| 11 | WealthTrust-Arizona, LLC | 30 | 1,000 | 0.02% |
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.
