| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALLIANCE WEALTH MANAGEMENT GROUP | 102,980 | 3,015,000 | 38.97% | ||
| 2 | PROBITY ADVISORS, INC. | 88,818 | 2,581,000 | 33.36% | ||
| 3 | Marquette Asset Management, LLC | 29,550 | 859,000 | 11.10% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 21,500 | 625,000 | 8.08% | ||
| 5 | Narwhal Capital Management | 13,500 | 392,000 | 5.07% | ||
| 6 | RONALD BLUE & CO LLC | 6,916 | 201,000 | 2.60% | ||
| 7 | Cohen Capital Management, Inc. | 2,161 | 63,000 | 0.81% |
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.
