| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 43,288 | 475,000 | 17.41% | ||
| 2 | CIBC Private Wealth Group LLC | 37,000 | 406,000 | 14.88% | ||
| 3 | WELLS FARGO & COMPANY/MN | 33,297 | 365,000 | 13.38% | ||
| 4 | LPL Financial LLC | 26,393 | 289,000 | 10.59% | ||
| 5 | GOLDMAN SACHS GROUP INC | 25,699 | 282,000 | 10.34% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 25,420 | 279,000 | 10.23% | ||
| 7 | MORGAN STANLEY | 24,399 | 268,000 | 9.82% | ||
| 8 | SHEETS SMITH WEALTH MANAGEMENT | 12,500 | 137,000 | 5.02% | ||
| 9 | Ledyard National Bank | 10,795 | 118,000 | 4.33% | ||
| 10 | US BANCORP \DE\ | 2,000 | 22,000 | 0.81% | ||
| 11 | ROYAL BANK OF CANADA | 2,000 | 22,000 | 0.81% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 1,800 | 20,000 | 0.73% | ||
| 13 | CITY HOLDING CO | 1,500 | 16,000 | 0.59% | ||
| 14 | UBS AG | 1,000 | 11,000 | 0.40% | ||
| 15 | CITIGROUP INC | 779 | 9,000 | 0.33% | ||
| 16 | DUNCKER STREETT & CO INC | 667 | 7,000 | 0.26% | ||
| 17 | Tower Research Capital LLC (TRC) | 68 | 1,000 | 0.04% | ||
| 18 | Ground Swell Capital, LLC | 50 | 1,000 | 0.04% | ||
| 19 | WOLVERINE ASSET MANAGEMENT LLC | 78 | 0 | 0.00% |
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.
