| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evensky & Katz LLC | 105,814 | 10,703,000 | 53.89% | ||
| 2 | PINNACLE ASSOCIATES LTD | 49,657 | 5,023,000 | 25.29% | ||
| 3 | Pinnacle Wealth Management Advisory Group, LLC | 19,980 | 2,021,000 | 10.18% | SH | |
| 4 | Leisure Capital Management | 5,711 | 578,000 | 2.91% | ||
| 5 | OARSMAN CAPITAL, INC. | 5,325 | 539,000 | 2.71% | ||
| 6 | AVALON CAPITAL MANAGEMENT | 4,500 | 455,000 | 2.29% | ||
| 7 | LEAVELL INVESTMENT MANAGEMENT, INC. | 3,062 | 310,000 | 1.56% | ||
| 8 | JMG Financial Group, Ltd. | 2,120 | 214,000 | 1.08% | ||
| 9 | SYNOVUS FINANCIAL CORP | 155 | 16,000 | 0.08% |
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.
