| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Advisory Services Network, LLC | 5,000 | 74,000 | 0.06% | ||
| 52 | Creative Planning | 4,080 | 61,000 | 0.05% | ||
| 53 | Avior Wealth Management, LLC | 3,000 | 45,000 | 0.04% | ||
| 54 | CITY HOLDING CO | 2,564 | 38,000 | 0.03% | ||
| 55 | JACOBI CAPITAL MANAGEMENT LLC | 1,535 | 23,000 | 0.02% | ||
| 56 | WEBSTER BANK, N. A. | 1,200 | 18,000 | 0.02% | ||
| 57 | BALDWIN WEALTH PARTNERS LLC/MA | 1,000 | 15,000 | 0.01% | ||
| 58 | CITIGROUP INC | 810 | 12,000 | 0.01% | ||
| 59 | Barrett Asset Management, LLC | 775 | 12,000 | 0.01% | ||
| 60 | Carroll Financial Associates, Inc. | 806 | 12,000 | 0.01% | ||
| 61 | US BANCORP \DE\ | 653 | 10,000 | 0.01% | ||
| 62 | Financial Architects, Inc | 500 | 7,000 | 0.01% | ||
| 63 | Gemmer Asset Management LLC | 500 | 7,000 | 0.01% | ||
| 64 | SEI INVESTMENTS CO | 405 | 6,000 | 0.01% | ||
| 65 | SEVENBRIDGE FINANCIAL GROUP, LLC | 369 | 5,000 | 0.00% | ||
| 66 | BARCLAYS PLC | 350 | 5,000 | 0.00% | ||
| 67 | BENJAMIN F. EDWARDS & COMPANY, INC. | 262 | 4,000 | 0.00% | ||
| 68 | NEXT Financial Group, Inc | 152 | 2,000 | 0.00% | ||
| 69 | MUFG Americas Holdings Corp | 143 | 2,000 | 0.00% |
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.