| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMG National Trust Bank | 1,905,486 | 4,268,000 | 86.68% | ||
| 2 | VANGUARD GROUP INC | 143,668 | 322,000 | 6.54% | ||
| 3 | CREDIT SUISSE AG/ | 33,300 | 75,000 | 1.52% | ||
| 4 | OPPENHEIMER & CO INC | 25,000 | 56,000 | 1.14% | ||
| 5 | GOLDMAN SACHS GROUP INC | 18,773 | 42,000 | 0.85% | ||
| 6 | Apriem Advisors | 14,000 | 31,000 | 0.63% | ||
| 7 | Investors Capital Advisory Services | 12,500 | 28,000 | 0.57% | ||
| 8 | HighTower Advisors, LLC | 10,000 | 22,000 | 0.45% | ||
| 9 | WFG Advisors, LP | 10,000 | 22,000 | 0.45% | ||
| 10 | Bank of New York Mellon Corp | 10,000 | 22,000 | 0.45% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 7,500 | 17,000 | 0.35% | ||
| 12 | MORGAN STANLEY | 6,400 | 14,000 | 0.28% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,180 | 3,000 | 0.06% | ||
| 14 | CITIGROUP INC | 318 | 1,000 | 0.02% | ||
| 15 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 500 | 1,000 | 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.
