| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 43,288 | 477,000 | 17.47% | ||
| 2 | CIBC Private Wealth Group LLC | 37,000 | 408,000 | 14.94% | ||
| 3 | LPL Financial LLC | 31,537 | 348,000 | 12.74% | ||
| 4 | GOLDMAN SACHS GROUP INC | 25,699 | 283,000 | 10.36% | ||
| 5 | MORGAN STANLEY | 24,399 | 269,000 | 9.85% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 23,837 | 263,000 | 9.63% | ||
| 7 | WELLS FARGO & COMPANY/MN | 15,361 | 170,000 | 6.22% | ||
| 8 | SHEETS SMITH WEALTH MANAGEMENT | 12,500 | 138,000 | 5.05% | ||
| 9 | Ledyard National Bank | 10,795 | 119,000 | 4.36% | ||
| 10 | First Allied Advisory Services, Inc. | 10,000 | 110,000 | 4.03% | ||
| 11 | M&T BANK CORP | 2,330 | 26,000 | 0.95% | ||
| 12 | ROYAL BANK OF CANADA | 2,000 | 22,000 | 0.81% | ||
| 13 | US BANCORP \DE\ | 2,000 | 22,000 | 0.81% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 1,800 | 20,000 | 0.73% | ||
| 15 | CITY HOLDING CO | 1,500 | 17,000 | 0.62% | ||
| 16 | UBS AG | 1,000 | 11,000 | 0.40% | ||
| 17 | DUNCKER STREETT & CO INC | 1,000 | 11,000 | 0.40% | ||
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 841 | 9,000 | 0.33% | ||
| 19 | CITIGROUP INC | 709 | 8,000 | 0.29% |
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.
