| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 68,100 | 5,703,000 | 34.20% | ||
| 2 | CUMBERLAND ADVISORS INC | 46,565 | 3,899,000 | 23.38% | ||
| 3 | SYNOVUS FINANCIAL CORP | 34,610 | 2,898,000 | 17.38% | ||
| 4 | MAI Capital Management | 28,929 | 2,423,000 | 14.53% | ||
| 5 | Stillwater Capital Advisors, LLC | 9,560 | 801,000 | 4.80% | ||
| 6 | NewFocus Financial Group, LLC | 8,844 | 741,000 | 4.44% | ||
| 7 | SOL Capital Management CO | 2,500 | 209,000 | 1.25% |
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.
