| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | First American Bank | 9,002 | 390,000 | 17.08% | ||
| 2 | CT Financial Advisors LLC | 8,197 | 355,414 | 15.56% | ||
| 3 | BANCORPSOUTH INC | 6,428 | 279,000 | 12.22% | ||
| 4 | OUTFITTER ADVISORS, LTD. | 5,942 | 258,000 | 11.30% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 5,855 | 254,000 | 11.12% | ||
| 6 | TELEMUS CAPITAL, LLC | 5,568 | 241,000 | 10.55% | ||
| 7 | Arvest Bank Trust Division | 5,143 | 223,000 | 9.77% | ||
| 8 | Ledyard National Bank | 4,910 | 213,000 | 9.33% | ||
| 9 | REILLY FINANCIAL ADVISORS, LLC | 1,140 | 49,000 | 2.15% | ||
| 10 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 295 | 13,000 | 0.57% | ||
| 11 | WEALTHPLAN PARTNERS, LLC | 190 | 8,222 | 0.36% |
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.
