| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SYNOVUS FINANCIAL CORP | 23,654 | 1,823,000 | 45.15% | ||
| 2 | RAND WEALTH, LLC | 12,874 | 992,000 | 24.57% | ||
| 3 | Stillwater Capital Advisors, LLC | 9,810 | 756,000 | 18.72% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 6,065 | 467,000 | 11.57% |
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.
