| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 106,188 | 9,650,000 | 37.52% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 84,905 | 7,716,000 | 30.00% | ||
| 3 | SYNOVUS FINANCIAL CORP | 40,179 | 3,651,000 | 14.19% | ||
| 4 | MAI Capital Management | 19,774 | 1,797,000 | 6.99% | ||
| 5 | SignalPoint Asset Management, LLC | 12,079 | 1,098,000 | 4.27% | ||
| 6 | Stillwater Capital Advisors, LLC | 10,846 | 986,000 | 3.83% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 3,340 | 304,000 | 1.18% | ||
| 8 | VAUGHAN DAVID INVESTMENTS LLC/IL | 3,234 | 294,000 | 1.14% | ||
| 9 | SOL Capital Management CO | 2,500 | 227,000 | 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.
