| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 193,094 | 16,500,000 | 40.66% | ||
| 2 | UBS AG | 56,597 | 4,836,000 | 11.92% | ||
| 3 | ProVise Management Group, LLC | 51,194 | 4,375,000 | 10.78% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,207 | 3,777,000 | 9.31% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 29,302 | 2,504,000 | 6.17% | ||
| 6 | ROYAL BANK OF CANADA | 25,222 | 2,155,000 | 5.31% | ||
| 7 | JANE STREET GROUP, LLC | 20,878 | 1,784,000 | 4.40% | ||
| 8 | LPL Financial LLC | 13,938 | 1,191,000 | 2.94% | ||
| 9 | WELLS FARGO & COMPANY/MN | 11,275 | 963,000 | 2.37% | ||
| 10 | B. Riley Wealth Advisors, Inc. | 21,300 | 910,953 | 2.25% | ||
| 11 | MORGAN STANLEY | 7,343 | 628,000 | 1.55% | ||
| 12 | KMS FINANCIAL SERVICES, INC | 3,459 | 296,000 | 0.73% | ||
| 13 | STIFEL FINANCIAL CORP | 2,791 | 238,000 | 0.59% | ||
| 14 | Hartford Financial Management Inc. | 2,450 | 209,000 | 0.52% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,352 | 115,000 | 0.28% | ||
| 16 | WFG Advisors, LP | 688 | 59,000 | 0.15% | ||
| 17 | Creative Planning | 150 | 13,000 | 0.03% | ||
| 18 | BENJAMIN F. EDWARDS & COMPANY, INC. | 150 | 13,000 | 0.03% | ||
| 19 | CITIGROUP INC | 110 | 9,000 | 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.
