| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 1,047,565 | 37,597,000 | 61.78% | ||
| 2 | First American Bank | 574,105 | 20,605,000 | 33.86% | ||
| 3 | TELEMUS CAPITAL, LLC | 73,298 | 2,631,000 | 4.32% | ||
| 4 | GLENMEDE TRUST CO NA | 369 | 13,000 | 0.02% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 202 | 7,245 | 0.01% | ||
| 6 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 105 | 4,000 | 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.
