| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 179,611 | 3,736,000 | 20.36% | ||
| 2 | 1ST SOURCE BANK | 125,880 | 2,618,000 | 14.27% | ||
| 3 | LPL Financial LLC | 99,612 | 2,072,000 | 11.29% | ||
| 4 | HANCOCK WHITNEY CORP | 77,148 | 1,605,000 | 8.75% | ||
| 5 | Gradient Investments LLC | 63,761 | 1,326,000 | 7.23% | ||
| 6 | MORGAN STANLEY | 54,819 | 1,141,000 | 6.22% | ||
| 7 | Cambridge Investment Research Advisors, Inc. | 43,699 | 909,000 | 4.95% | ||
| 8 | UBS AG | 41,733 | 868,000 | 4.73% | ||
| 9 | WASATCH ADVISORS LP | 40,000 | 832,000 | 4.53% | ||
| 10 | INVESTMENT CENTERS OF AMERICA INC | 29,010 | 603,000 | 3.29% | ||
| 11 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 28,000 | 582,000 | 3.17% | ||
| 12 | FAS Wealth Partners, Inc. | 19,009 | 395,000 | 2.15% | ||
| 13 | AVIANCE CAPITAL MANAGEMENT, LLC | 17,155 | 357,000 | 1.95% | ||
| 14 | iAB Financial Bank | 16,400 | 341,000 | 1.86% | ||
| 15 | Private Advisor Group, LLC | 12,583 | 262,000 | 1.43% | ||
| 16 | Commonwealth Equity Services, Inc | 11,419 | 238,000 | 1.30% | ||
| 17 | MSI Financial Services Inc | 11,085 | 231,000 | 1.26% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 4,316 | 90,000 | 0.49% | ||
| 19 | Financial Architects, Inc | 4,185 | 87,000 | 0.47% | ||
| 20 | ROYAL BANK OF CANADA | 2,169 | 45,000 | 0.25% | ||
| 21 | SECURITY NATIONAL TRUST CO | 450 | 9,000 | 0.05% | ||
| 22 | Creative Planning | 147 | 3,000 | 0.02% | ||
| 23 | WELLS FARGO & COMPANY/MN | 0 | 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.
