| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 103,305 | 8,023,000 | 35.64% | ||
| 2 | NewFocus Financial Group, LLC | 97,879 | 7,601,000 | 33.77% | ||
| 3 | SYNOVUS FINANCIAL CORP | 41,239 | 3,203,000 | 14.23% | ||
| 4 | MAI Capital Management | 27,907 | 2,167,000 | 9.63% | ||
| 5 | Stillwater Capital Advisors, LLC | 10,835 | 841,000 | 3.74% | ||
| 6 | SignalPoint Asset Management, LLC | 5,306 | 412,000 | 1.83% | ||
| 7 | VAUGHAN DAVID INVESTMENTS LLC/IL | 3,369 | 262,000 | 1.16% |
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.
