| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Homrich & Berg | 36,774 | 50,000 | 32.89% | ||
| 2 | SYNOVUS FINANCIAL CORP | 26,394 | 36,000 | 23.68% | ||
| 3 | CITADEL ADVISORS LLC | 19,919 | 27,000 | 17.76% | ||
| 4 | LPL Financial LLC | 12,586 | 18,000 | 11.84% | ||
| 5 | UBS Group AG | 8,308 | 12,000 | 7.89% | ||
| 6 | Carroll Financial Associates, Inc. | 5,141 | 7,000 | 4.61% | ||
| 7 | BlackRock Fund Advisors | 935 | 1,000 | 0.66% | ||
| 8 | Creative Planning | 1,066 | 1,000 | 0.66% | ||
| 9 | WELLS FARGO & COMPANY/MN | 4 | 0 | 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.
