| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 88,336 | 7,907,000 | 49.99% | ||
| 2 | SYNOVUS FINANCIAL CORP | 42,729 | 3,824,000 | 24.17% | ||
| 3 | MAI Capital Management | 21,399 | 1,915,000 | 12.11% | ||
| 4 | Stillwater Capital Advisors, LLC | 11,096 | 993,000 | 6.28% | ||
| 5 | SignalPoint Asset Management, LLC | 4,580 | 410,000 | 2.59% | ||
| 6 | VAUGHAN DAVID INVESTMENTS LLC/IL | 3,234 | 289,000 | 1.83% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 2,859 | 256,000 | 1.62% | ||
| 8 | SOL Capital Management CO | 2,500 | 224,000 | 1.42% |
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.
