| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 263,712 | 14,855,000 | 62.81% | ||
| 2 | Veritable, L.P. | 41,004 | 2,310,000 | 9.77% | ||
| 3 | RAMSEY ASSET MANAGEMENT | 37,385 | 2,106,000 | 8.90% | ||
| 4 | Orca Investment Management, LLC | 30,377 | 1,711,000 | 7.23% | ||
| 5 | Veritable, L.P. | 20,000 | 1,127,000 | 4.77% | Call | |
| 6 | MCDONALD CAPITAL INVESTORS INC/CA | 12,850 | 724,000 | 3.06% | ||
| 7 | Legacy Capital Partners, Inc. | 10,122 | 571,000 | 2.41% | ||
| 8 | Silver Lake Advisory, LLC | 4,327 | 244,000 | 1.03% | ||
| 9 | Jolley Asset Management, LLC | 50 | 3,000 | 0.01% |
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.
