| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,356,768 | 79,018,000 | 75.94% | ||
| 2 | SENTINEL TRUST CO LBA | 173,326 | 10,094,000 | 9.70% | ||
| 3 | Ancora Advisors LLC | 171,390 | 9,982,000 | 9.59% | ||
| 4 | CUMBERLAND ADVISORS INC | 53,100 | 3,093,000 | 2.97% | ||
| 5 | Colonial Trust Advisors | 10,980 | 639,000 | 0.61% | ||
| 6 | BOSTON RESEARCH & MANAGEMENT INC | 9,160 | 533,000 | 0.51% | ||
| 7 | Veritable, L.P. | 6,000 | 349,000 | 0.34% | ||
| 8 | Willingdon Wealth Management | 5,915 | 344,000 | 0.33% |
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.
