| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 100,940 | 8,126,000 | 35.77% | ||
| 2 | NewFocus Financial Group, LLC | 91,556 | 7,371,000 | 32.44% | ||
| 3 | SYNOVUS FINANCIAL CORP | 39,382 | 3,171,000 | 13.96% | ||
| 4 | MAI Capital Management | 25,333 | 2,040,000 | 8.98% | ||
| 5 | Stillwater Capital Advisors, LLC | 10,835 | 872,000 | 3.84% | ||
| 6 | SignalPoint Asset Management, LLC | 5,311 | 428,000 | 1.88% | ||
| 7 | VAUGHAN DAVID INVESTMENTS LLC/IL | 3,369 | 271,000 | 1.19% | ||
| 8 | KCM INVESTMENT ADVISORS LLC | 2,968 | 239,000 | 1.05% | ||
| 9 | SOL Capital Management CO | 2,500 | 201,000 | 0.88% |
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.
