| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALDWIN WEALTH PARTNERS LLC/MA | 8,746 | 1,105,000 | 30.96% | ||
| 2 | Coe Capital Management, LLC | 8,660 | 1,094,000 | 30.65% | ||
| 3 | World Asset Management Inc | 4,130 | 522,000 | 14.63% | ||
| 4 | LEAVELL INVESTMENT MANAGEMENT, INC. | 2,800 | 354,000 | 9.92% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 2,110 | 266,000 | 7.45% | ||
| 6 | Cetera Advisors LLC | 1,810 | 228,000 | 6.39% |
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.
