| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Private Ocean, LLC | 943,156 | 30,483,000 | 47.65% | ||
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | 692,937 | 22,396,000 | 35.01% | ||
| 3 | Jaffetilchin Investment Partners, LLC | 197,141 | 6,372,000 | 9.96% | ||
| 4 | Aft, Forsyth & Sober, LLC | 71,900 | 2,324,000 | 3.63% | ||
| 5 | FOSTER & MOTLEY INC | 39,074 | 1,263,000 | 1.97% | ||
| 6 | Janney Montgomery Scott LLC | 19,682 | 608,000 | 0.95% | ||
| 7 | WESBANCO BANK INC | 7,000 | 222,000 | 0.35% | ||
| 8 | Capital Investment Advisors, LLC | 6,300 | 204,000 | 0.32% | ||
| 9 | NEWFOUND RESEARCH LLC | 3,119 | 101,000 | 0.16% |
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.
