| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 84,920 | 8,015,000 | 48.59% | ||
| 2 | SYNOVUS FINANCIAL CORP | 37,260 | 3,517,000 | 21.32% | ||
| 3 | MAI Capital Management | 20,432 | 1,928,000 | 11.69% | ||
| 4 | SignalPoint Asset Management, LLC | 12,048 | 1,137,000 | 6.89% | ||
| 5 | Stillwater Capital Advisors, LLC | 10,846 | 1,024,000 | 6.21% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 3,513 | 332,000 | 2.01% | ||
| 7 | VAUGHAN DAVID INVESTMENTS LLC/IL | 3,234 | 305,000 | 1.85% | ||
| 8 | SOL Capital Management CO | 2,500 | 236,000 | 1.43% |
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.
