| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALDWIN WEALTH PARTNERS LLC/MA | 130,723 | 6,464,000 | 66.70% | ||
| 2 | Cetera Advisor Networks LLC | 31,715 | 1,564,000 | 16.14% | ||
| 3 | CROFT-LEOMINSTER INC | 13,645 | 675,000 | 6.97% | ||
| 4 | D L CARLSON INVESTMENT GROUP INC | 11,205 | 554,000 | 5.72% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 4,406 | 218,000 | 2.25% | ||
| 6 | FARR MILLER & WASHINGTON LLC/DC | 4,359 | 216,000 | 2.23% |
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.
