| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 75,853 | 2,946,127 | 42.23% | ||
| 2 | BANCORPSOUTH INC | 19,937 | 774,000 | 11.09% | ||
| 3 | OUTFITTER ADVISORS, LTD. | 12,104 | 470,000 | 6.74% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 11,335 | 440,000 | 6.31% | ||
| 5 | WOODMONT INVESTMENT COUNSEL LLC | 10,821 | 420,000 | 6.02% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 10,351 | 402,000 | 5.76% | ||
| 7 | TELEMUS CAPITAL, LLC | 8,731 | 339,000 | 4.86% | ||
| 8 | COMPASS CAPITAL MANAGEMENT, INC | 8,527 | 331,000 | 4.74% | ||
| 9 | First American Bank | 7,044 | 274,000 | 3.93% | ||
| 10 | Endurance Wealth Management, Inc. | 6,195 | 240,000 | 3.44% | ||
| 11 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5,319 | 207,000 | 2.97% | ||
| 12 | Buffington Mohr McNeal | 2,613 | 101,000 | 1.45% | ||
| 13 | GLENMEDE TRUST CO NA | 852 | 33,000 | 0.47% |
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.
