| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 153,795 | 13,239,000 | 36.52% | ||
| 2 | NewFocus Financial Group, LLC | 91,567 | 7,882,000 | 21.74% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 89,320 | 7,689,000 | 21.21% | ||
| 4 | SYNOVUS FINANCIAL CORP | 40,220 | 3,462,000 | 9.55% | ||
| 5 | MAI Capital Management | 28,791 | 2,478,000 | 6.84% | ||
| 6 | Stillwater Capital Advisors, LLC | 9,560 | 823,000 | 2.27% | ||
| 7 | SignalPoint Asset Management, LLC | 5,397 | 465,000 | 1.28% | ||
| 8 | SOL Capital Management CO | 2,500 | 215,000 | 0.59% |
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.
