| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 1,037,024 | 51,934,000 | 35.87% | ||
| 2 | Barry Investment Advisors, LLC | 431,775 | 21,623,000 | 14.93% | ||
| 3 | Curi Capital, LLC | 319,070 | 15,979,000 | 11.04% | ||
| 4 | SYNOVUS FINANCIAL CORP | 264,353 | 13,239,000 | 9.14% | ||
| 5 | CUMBERLAND ADVISORS INC | 178,119 | 8,920,000 | 6.16% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 141,033 | 7,063,000 | 4.88% | ||
| 7 | CONDOR CAPITAL MANAGEMENT | 105,999 | 5,308,000 | 3.67% | ||
| 8 | NewFocus Financial Group, LLC | 87,816 | 4,398,000 | 3.04% | ||
| 9 | ASPIRIANT HOLDINGS S3, LLC | 78,840 | 3,948,000 | 2.73% | ||
| 10 | Azimuth Capital Management LLC | 69,440 | 3,478,000 | 2.40% | ||
| 11 | Accuvest Global Advisors | 69,279 | 3,469,000 | 2.40% | ||
| 12 | Regent Investment Management LLC | 30,290 | 1,517,000 | 1.05% | ||
| 13 | Veritable, L.P. | 21,041 | 1,054,000 | 0.73% | ||
| 14 | S&CO INC | 20,000 | 1,002,000 | 0.69% | ||
| 15 | Stillwater Capital Advisors, LLC | 7,875 | 394,000 | 0.27% | ||
| 16 | WBI INVESTMENTS, LLC | 7,036 | 352,000 | 0.24% | ||
| 17 | InterOcean Capital, LLC | 6,077 | 304,000 | 0.21% | ||
| 18 | Mengis Capital Management, Inc. | 4,518 | 226,000 | 0.16% | ||
| 19 | EXCALIBUR MANAGEMENT CORP | 4,467 | 224,000 | 0.15% | ||
| 20 | ArchPoint Investors | 4,110 | 206,000 | 0.14% | ||
| 21 | Plante Moran Financial Advisors, LLC | 3,131 | 157,000 | 0.11% | ||
| 22 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 143 | 7,000 | 0.00% |
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.
