| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Paragon Capital Management LLC | 185,441 | 8,116,000 | 38.74% | ||
| 2 | BALDWIN WEALTH PARTNERS LLC/MA | 105,148 | 4,602,000 | 21.96% | ||
| 3 | Geneva Advisors, LLC | 97,622 | 4,273,000 | 20.39% | ||
| 4 | Cetera Advisor Networks LLC | 33,474 | 1,465,000 | 6.99% | ||
| 5 | DT Investment Partners, LLC | 31,223 | 1,367,000 | 6.52% | ||
| 6 | CROFT-LEOMINSTER INC | 18,310 | 801,000 | 3.82% | ||
| 7 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 7,500 | 328,000 | 1.57% |
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.
