| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 815,236 | 64,917,000 | 75.85% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 118,839 | 9,463,000 | 11.06% | ||
| 3 | Foothills Asset Management, Ltd. | 50,779 | 4,044,000 | 4.73% | ||
| 4 | Camelot Portfolios, LLC | 49,432 | 3,936,000 | 4.60% | ||
| 5 | Vigilant Capital Management, LLC | 16,620 | 1,323,000 | 1.55% | ||
| 6 | WEIK CAPITAL MANAGEMENT | 7,330 | 584,000 | 0.68% | ||
| 7 | BERNZOTT CAPITAL ADVISORS | 4,300 | 342,000 | 0.40% | ||
| 8 | Veritable, L.P. | 4,175 | 332,000 | 0.39% | ||
| 9 | VAUGHAN DAVID INVESTMENTS LLC/IL | 4,054 | 323,000 | 0.38% | ||
| 10 | LEAVELL INVESTMENT MANAGEMENT, INC. | 3,980 | 317,000 | 0.37% |
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.
