| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 136,178 | 13,720,000 | 39.00% | ||
| 2 | Evensky & Katz LLC | 93,901 | 9,460,000 | 26.89% | ||
| 3 | PINNACLE ASSOCIATES LTD | 53,385 | 5,379,000 | 15.29% | ||
| 4 | KINGS POINT CAPITAL MANAGEMENT | 36,530 | 3,680,000 | 10.46% | ||
| 5 | Pinnacle Wealth Management Advisory Group, LLC | 14,765 | 1,488,000 | 4.23% | ||
| 6 | OARSMAN CAPITAL, INC. | 6,390 | 644,000 | 1.83% | ||
| 7 | Leisure Capital Management | 4,920 | 496,000 | 1.41% | ||
| 8 | LEAVELL INVESTMENT MANAGEMENT, INC. | 3,132 | 316,000 | 0.90% |
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.
