| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergent Wealth Advisors | 52,211 | 3,996,000 | 38.26% | ||
| 2 | SYNOVUS FINANCIAL CORP | 33,683 | 2,578,000 | 24.69% | ||
| 3 | Coe Capital Management, LLC | 11,494 | 880,000 | 8.43% | ||
| 4 | PATTEN & PATTEN INC/TN | 10,253 | 785,000 | 7.52% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 8,785 | 672,000 | 6.43% | ||
| 6 | SMITH HAYES Advisers, Inc | 7,922 | 606,000 | 5.80% | ||
| 7 | PARSONS CAPITAL MANAGEMENT INC/RI | 5,440 | 416,000 | 3.98% | ||
| 8 | MERIDIAN MANAGEMENT CO | 4,000 | 306,000 | 2.93% | ||
| 9 | D L CARLSON INVESTMENT GROUP INC | 2,660 | 204,000 | 1.95% |
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.
