| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evensky & Katz LLC | 123,031 | 12,433,000 | 56.52% | ||
| 2 | PINNACLE ASSOCIATES LTD | 51,800 | 5,235,000 | 23.80% | ||
| 3 | Pinnacle Wealth Management Advisory Group, LLC | 20,455 | 2,067,000 | 9.40% | ||
| 4 | Leisure Capital Management | 6,189 | 625,000 | 2.84% | ||
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | 5,662 | 572,000 | 2.60% | ||
| 6 | AVALON CAPITAL MANAGEMENT | 4,500 | 455,000 | 2.07% | ||
| 7 | OARSMAN CAPITAL, INC. | 3,940 | 398,000 | 1.81% | ||
| 8 | JMG Financial Group, Ltd. | 2,120 | 214,000 | 0.97% |
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.
