| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 182,410 | 3,736,000 | 18.67% | ||
| 2 | 1ST SOURCE BANK | 126,050 | 2,581,000 | 12.90% | ||
| 3 | LPL Financial LLC | 99,391 | 2,015,000 | 10.07% | ||
| 4 | Gradient Investments LLC | 93,670 | 1,918,000 | 9.59% | ||
| 5 | HANCOCK WHITNEY CORP | 77,148 | 1,580,000 | 7.90% | ||
| 6 | MORGAN STANLEY | 60,735 | 1,244,000 | 6.22% | ||
| 7 | AVIANCE CAPITAL MANAGEMENT, LLC | 45,444 | 931,000 | 4.65% | ||
| 8 | Cambridge Investment Research Advisors, Inc. | 43,783 | 897,000 | 4.48% | ||
| 9 | WASATCH ADVISORS LP | 40,000 | 819,000 | 4.09% | ||
| 10 | UBS AG | 34,390 | 704,000 | 3.52% | ||
| 11 | INVESTMENT CENTERS OF AMERICA INC | 32,584 | 668,000 | 3.34% | ||
| 12 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 30,000 | 614,000 | 3.07% | ||
| 13 | JANE STREET GROUP, LLC | 24,769 | 507,000 | 2.53% | ||
| 14 | iAB Financial Bank | 16,400 | 336,000 | 1.68% | ||
| 15 | FAS Wealth Partners, Inc. | 14,352 | 294,000 | 1.47% | ||
| 16 | Commonwealth Equity Services, Inc | 12,690 | 260,000 | 1.30% | ||
| 17 | Virtu KCG Holdings LLC | 12,581 | 258,000 | 1.29% | ||
| 18 | Private Advisor Group, LLC | 9,683 | 198,000 | 0.99% | ||
| 19 | MSI Financial Services Inc | 9,478 | 194,000 | 0.97% | ||
| 20 | BANK OF AMERICA CORP /DE/ | 5,228 | 107,000 | 0.53% | ||
| 21 | Financial Architects, Inc | 4,185 | 86,000 | 0.43% | ||
| 22 | ROYAL BANK OF CANADA | 1,700 | 34,000 | 0.17% | ||
| 23 | AMERIPRISE FINANCIAL INC | 580 | 12,000 | 0.06% | ||
| 24 | SECURITY NATIONAL TRUST CO | 450 | 9,000 | 0.04% | ||
| 25 | NEXT Financial Group, Inc | 200 | 4,000 | 0.02% | ||
| 26 | 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.
