| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewFocus Financial Group, LLC | 100,694 | 8,671,000 | 35.49% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 94,163 | 8,108,000 | 33.19% | ||
| 3 | SYNOVUS FINANCIAL CORP | 40,494 | 3,487,000 | 14.27% | ||
| 4 | MAI Capital Management | 24,053 | 2,071,000 | 8.48% | ||
| 5 | Stillwater Capital Advisors, LLC | 10,596 | 912,000 | 3.73% | ||
| 6 | SignalPoint Asset Management, LLC | 5,002 | 431,000 | 1.76% | ||
| 7 | VAUGHAN DAVID INVESTMENTS LLC/IL | 3,234 | 278,000 | 1.14% | ||
| 8 | KCM INVESTMENT ADVISORS LLC | 2,972 | 256,000 | 1.05% | ||
| 9 | SOL Capital Management CO | 2,500 | 215,000 | 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.
