| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 101,042 | 9,854,000 | 52.12% | ||
| 2 | SYNOVUS FINANCIAL CORP | 37,345 | 3,642,000 | 19.26% | ||
| 3 | MAI Capital Management | 19,547 | 1,906,000 | 10.08% | ||
| 4 | SignalPoint Asset Management, LLC | 12,683 | 1,237,000 | 6.54% | ||
| 5 | Stillwater Capital Advisors, LLC | 10,846 | 1,058,000 | 5.60% | ||
| 6 | VAUGHAN DAVID INVESTMENTS LLC/IL | 5,515 | 538,000 | 2.85% | ||
| 7 | SOL Capital Management CO | 2,500 | 244,000 | 1.29% | ||
| 8 | KCM INVESTMENT ADVISORS LLC | 2,203 | 215,000 | 1.14% | ||
| 9 | SHELTON CAPITAL MANAGEMENT | 2,164 | 211,000 | 1.12% |
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.
