| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GREATMARK INVESTMENT PARTNERS, INC. | 153,414 | 2,159,000 | 27.83% | ||
| 2 | Capital Investment Advisors, LLC | 119,989 | 1,688,000 | 21.76% | ||
| 3 | LPL Financial LLC | 45,541 | 633,000 | 8.16% | ||
| 4 | BERKELEY CAPITAL PARTNERS, LLC | 44,397 | 625,000 | 8.06% | ||
| 5 | MORGAN STANLEY | 37,840 | 532,000 | 6.86% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26,887 | 378,000 | 4.87% | ||
| 7 | Janney Montgomery Scott LLC | 25,354 | 357,000 | 4.60% | ||
| 8 | Cambridge Investment Research Advisors, Inc. | 21,207 | 298,000 | 3.84% | ||
| 9 | ROYAL BANK OF CANADA | 21,207 | 298,000 | 3.84% | ||
| 10 | UBS Group AG | 15,073 | 213,000 | 2.75% | ||
| 11 | WELLS FARGO & COMPANY/MN | 9,950 | 140,000 | 1.80% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 9,817 | 138,000 | 1.78% | ||
| 13 | IFP ADVISORS, INC | 7,227 | 102,000 | 1.31% | ||
| 14 | Advisory Services Network, LLC | 4,123 | 58,000 | 0.75% | ||
| 15 | Creative Planning | 3,014 | 42,000 | 0.54% | ||
| 16 | SYNOVUS FINANCIAL CORP | 2,557 | 36,000 | 0.46% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 1,800 | 25,000 | 0.32% | ||
| 18 | Tortoise Investment Management, LLC | 1,500 | 21,000 | 0.27% | ||
| 19 | CITIGROUP INC | 1,101 | 15,000 | 0.19% |
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.
