| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 365,715 | 14,844,000 | 32.60% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 193,227 | 7,843,000 | 17.23% | ||
| 3 | WealthTrust Fairport, LLC | 128,356 | 5,210,000 | 11.44% | ||
| 4 | MORGAN STANLEY | 109,685 | 4,452,000 | 9.78% | ||
| 5 | UBS AG | 77,120 | 3,130,000 | 6.87% | ||
| 6 | Country Club Trust Company, n.a. | 67,500 | 2,740,000 | 6.02% | ||
| 7 | HOWE & RUSLING INC | 26,965 | 1,095,000 | 2.40% | ||
| 8 | Oxbow Advisors, LLC | 26,825 | 1,089,000 | 2.39% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 20,120 | 817,000 | 1.79% | ||
| 10 | Virtu KCG Holdings LLC | 19,470 | 790,000 | 1.74% | ||
| 11 | ROYAL BANK OF CANADA | 16,973 | 689,000 | 1.51% | ||
| 12 | Concert Wealth Management Inc. | 17,029 | 683,000 | 1.50% | ||
| 13 | JPMORGAN CHASE & CO | 16,799 | 682,000 | 1.50% | ||
| 14 | STIFEL FINANCIAL CORP | 14,474 | 587,000 | 1.29% | ||
| 15 | KMS FINANCIAL SERVICES, INC | 9,779 | 397,000 | 0.87% | ||
| 16 | Financial Architects, Inc | 5,800 | 235,000 | 0.52% | ||
| 17 | WELLS FARGO & COMPANY/MN | 1,840 | 75,000 | 0.16% | ||
| 18 | B. Riley Wealth Management, Inc. | 1,265 | 51,000 | 0.11% | ||
| 19 | DEUTSCHE BANK AG\ | 1,000 | 40,000 | 0.09% | ||
| 20 | WFG Advisors, LP | 730 | 30,000 | 0.07% | ||
| 21 | Apriem Advisors | 600 | 24,000 | 0.05% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 496 | 20,000 | 0.04% | ||
| 23 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 200 | 8,000 | 0.02% |
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.
