| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 17,245 | 1,113,000 | 38.14% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 7,635 | 493,000 | 16.90% | ||
| 3 | Fisher Asset Management, LLC | 5,917 | 382,000 | 13.09% | ||
| 4 | Buffington Mohr McNeal | 5,417 | 350,000 | 11.99% | ||
| 5 | Sequent Asset Management, LLC | 5,412 | 349,000 | 11.96% | ||
| 6 | TRADITION CAPITAL MANAGEMENT LLC | 3,584 | 231,000 | 7.92% |
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.
