| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Evercore Wealth Management, LLC | 2,000 | 61,000 | 0.07% | ||
| 52 | Joel Isaacson & Co., LLC | 2,000 | 61,000 | 0.07% | ||
| 53 | IFP ADVISORS, INC | 1,687 | 52,000 | 0.06% | ||
| 54 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,300 | 40,000 | 0.04% | ||
| 55 | LBA Wealth Management, LLC | 1,200 | 37,000 | 0.04% | ||
| 56 | SEI INVESTMENTS CO | 1,200 | 37,000 | 0.04% | ||
| 57 | Oakworth Capital, Inc. | 1,102 | 34,000 | 0.04% | ||
| 58 | Carroll Financial Associates, Inc. | 892 | 27,000 | 0.03% | ||
| 59 | SECURITY NATIONAL TRUST CO | 800 | 24,000 | 0.03% | ||
| 60 | Highlander Capital Management, LLC | 605 | 18,000 | 0.02% | ||
| 61 | FARMERS & MERCHANTS INVESTMENTS INC | 489 | 15,000 | 0.02% | ||
| 62 | GLENMEDE TRUST CO NA | 502 | 15,000 | 0.02% | ||
| 63 | GENEOS WEALTH MANAGEMENT INC. | 508 | 15,000 | 0.02% | ||
| 64 | FIFTH THIRD BANCORP | 402 | 12,000 | 0.01% | ||
| 65 | WESTPORT RESOURCES MANAGEMENT INC | 404 | 12,000 | 0.01% | ||
| 66 | Cordasco Financial Network | 351 | 11,000 | 0.01% | ||
| 67 | SEVENBRIDGE FINANCIAL GROUP, LLC | 168 | 5,000 | 0.01% | ||
| 68 | People's United Financial, Inc. | 150 | 5,000 | 0.01% | ||
| 69 | PHYSICIANS FINANCIAL SERVICES, INC. | 100 | 3,000 | 0.00% | ||
| 70 | US BANCORP \DE\ | 44 | 1,000 | 0.00% |
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.
