| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 153,055 | 12,650,000 | 43.79% | ||
| 2 | NewFocus Financial Group, LLC | 94,075 | 7,775,000 | 26.92% | ||
| 3 | SYNOVUS FINANCIAL CORP | 41,674 | 3,444,000 | 11.92% | ||
| 4 | MAI Capital Management | 31,997 | 2,645,000 | 9.16% | ||
| 5 | Stillwater Capital Advisors, LLC | 11,135 | 920,000 | 3.19% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 6,065 | 501,000 | 1.73% | ||
| 7 | SignalPoint Asset Management, LLC | 5,397 | 465,000 | 1.61% | ||
| 8 | VAUGHAN DAVID INVESTMENTS LLC/IL | 3,369 | 278,000 | 0.96% | ||
| 9 | SOL Capital Management CO | 2,500 | 207,000 | 0.72% |
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.
