| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMG National Trust Bank | 2,000,000 | 7,300,000 | 88.67% | ||
| 2 | VANGUARD GROUP INC | 139,668 | 501,000 | 6.09% | ||
| 3 | Investors Capital Advisory Services | 50,500 | 181,000 | 2.20% | ||
| 4 | Apriem Advisors | 20,000 | 72,000 | 0.87% | ||
| 5 | Virtu KCG Holdings LLC | 18,124 | 65,000 | 0.79% | ||
| 6 | HighTower Advisors, LLC | 10,000 | 36,000 | 0.44% | ||
| 7 | WFG Advisors, LP | 10,000 | 36,000 | 0.44% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 8,655 | 31,000 | 0.38% | ||
| 9 | BlackRock Investment Management, LLC | 2,268 | 8,000 | 0.10% | ||
| 10 | DEUTSCHE BANK AG\ | 597 | 2,000 | 0.02% | ||
| 11 | UBS AG | 211 | 1,000 | 0.01% | ||
| 12 | MORGAN STANLEY | 34 | 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.
