| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Homrich & Berg | 36,774 | 41,000 | 56.94% | ||
| 2 | SYNOVUS FINANCIAL CORP | 21,394 | 24,000 | 33.33% | ||
| 3 | UBS Group AG | 2,723 | 3,000 | 4.17% | ||
| 4 | BlackRock Fund Advisors | 1,683 | 2,000 | 2.78% | ||
| 5 | Carroll Financial Associates, Inc. | 2,570 | 2,000 | 2.78% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1 | 0 | 0.00% | ||
| 7 | WELLS FARGO & COMPANY/MN | 1 | 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.