| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIDSON & GARRARD INC | 27,295 | 655,000 | 88.27% | ||
| 2 | Carroll Financial Associates, Inc. | 2,510 | 61,000 | 8.22% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 450 | 11,000 | 1.48% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 357 | 9,000 | 1.21% | ||
| 5 | Endurance Wealth Management, Inc. | 250 | 6,000 | 0.81% |
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.
