| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GREATMARK INVESTMENT PARTNERS, INC. | 162,814 | 2,091,000 | 27.40% | ||
| 2 | Capital Investment Advisors, LLC | 124,926 | 1,604,000 | 21.02% | ||
| 3 | HighVista Strategies LLC | 59,723 | 767,000 | 10.05% | ||
| 4 | LPL Financial LLC | 43,629 | 562,000 | 7.37% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33,617 | 432,000 | 5.66% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 32,340 | 416,000 | 5.45% | ||
| 7 | MORGAN STANLEY | 26,767 | 344,000 | 4.51% | ||
| 8 | CITY NATIONAL BANK | 21,340 | 274,000 | 3.59% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 21,340 | 274,000 | 3.59% | ||
| 10 | UBS Group AG | 16,026 | 206,000 | 2.70% | ||
| 11 | Janney Montgomery Scott LLC | 15,590 | 200,000 | 2.62% | ||
| 12 | Neuberger Berman Group LLC | 10,037 | 129,000 | 1.69% | ||
| 13 | WELLS FARGO & COMPANY/MN | 8,603 | 110,000 | 1.44% | ||
| 14 | First City Capital Management, Inc. | 7,652 | 98,252 | 1.29% | ||
| 15 | Tortoise Investment Management, LLC | 3,000 | 39,000 | 0.51% | ||
| 16 | Creative Planning | 2,877 | 37,000 | 0.48% | ||
| 17 | SYNOVUS FINANCIAL CORP | 2,557 | 33,000 | 0.43% | ||
| 18 | CITIGROUP INC | 1,101 | 14,000 | 0.18% |
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.
