| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 191,038 | 15,988,000 | 47.14% | ||
| 2 | UBS AG | 53,698 | 4,494,000 | 13.25% | ||
| 3 | SG Americas Securities, LLC | 34,700 | 2,904,000 | 8.56% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 30,319 | 2,537,000 | 7.48% | ||
| 5 | ProVise Management Group, LLC | 28,559 | 2,390,000 | 7.05% | ||
| 6 | ROYAL BANK OF CANADA | 18,929 | 1,585,000 | 4.67% | ||
| 7 | B. Riley Wealth Advisors, Inc. | 13,335 | 1,116,000 | 3.29% | ||
| 8 | WELLS FARGO & COMPANY/MN | 8,037 | 673,000 | 1.98% | ||
| 9 | MORGAN STANLEY | 7,786 | 651,000 | 1.92% | ||
| 10 | LPL Financial LLC | 6,274 | 513,000 | 1.51% | ||
| 11 | KMS FINANCIAL SERVICES, INC | 3,128 | 262,000 | 0.77% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,717 | 227,000 | 0.67% | ||
| 13 | Hartford Financial Management Inc. | 2,450 | 205,000 | 0.60% | ||
| 14 | Private Advisor Group, LLC | 1,903 | 159,000 | 0.47% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,353 | 114,000 | 0.34% | ||
| 16 | WFG Advisors, LP | 689 | 58,000 | 0.17% | ||
| 17 | Creative Planning | 150 | 13,000 | 0.04% | ||
| 18 | BENJAMIN F. EDWARDS & COMPANY, INC. | 150 | 13,000 | 0.04% | ||
| 19 | NEXT Financial Group, Inc | 145 | 12,000 | 0.04% | ||
| 20 | CITIGROUP INC | 60 | 5,000 | 0.01% |
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.
