| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 492,438 | 12,018,000 | 40.94% | ||
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 358,905 | 8,759,000 | 29.84% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 183,331 | 4,474,000 | 15.24% | PRN | |
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 108,284 | 2,643,000 | 9.00% | ||
| 5 | OARSMAN CAPITAL, INC. | 34,345 | 838,000 | 2.85% | ||
| 6 | Veritable, L.P. | 17,250 | 421,000 | 1.43% | ||
| 7 | SYNOVUS FINANCIAL CORP | 7,000 | 171,000 | 0.58% | ||
| 8 | Exchange Capital Management, Inc. | 1,200 | 29,000 | 0.10% |
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.
