| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 598,809 | 14,934,000 | 35.75% | ||
| 2 | KR CAPITAL ADVISORS INC | 488,225 | 12,176,000 | 29.15% | ||
| 3 | SUMMIT CAPITAL MANAGEMENT LLC | 258,700 | 6,452,000 | 15.44% | ||
| 4 | Advisors Capital Management, LLC | 77,249 | 1,927,000 | 4.61% | ||
| 5 | Integre Asset Management, LLC | 40,266 | 1,004,000 | 2.40% | ||
| 6 | Constellation Wealth Advisors, LLC | 38,367 | 957,000 | 2.29% | ||
| 7 | SYNOVUS FINANCIAL CORP | 37,600 | 938,000 | 2.25% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 31,693 | 791,000 | 1.89% | ||
| 9 | Regent Investment Management LLC | 25,425 | 634,000 | 1.52% | ||
| 10 | World Asset Management Inc | 18,813 | 469,000 | 1.12% | ||
| 11 | SMITH HAYES Advisers, Inc | 18,257 | 455,000 | 1.09% | ||
| 12 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 12,675 | 316,000 | 0.76% | ||
| 13 | BBR PARTNERS, LLC | 10,036 | 250,000 | 0.60% | ||
| 14 | Ancora Advisors LLC | 9,630 | 240,000 | 0.57% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,912 | 222,000 | 0.53% | ||
| 16 | QCI ASSET MANAGEMENT INC/NY | 500 | 12,000 | 0.03% |
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.
