| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evensky & Katz LLC | 96,799 | 9,755,000 | 45.78% | ||
| 2 | PINNACLE ASSOCIATES LTD | 50,701 | 5,110,000 | 23.98% | ||
| 3 | KINGS POINT CAPITAL MANAGEMENT | 32,845 | 3,310,000 | 15.53% | ||
| 4 | Pinnacle Wealth Management Advisory Group, LLC | 12,965 | 1,307,000 | 6.13% | ||
| 5 | FIRST FOUNDATION ADVISORS | 8,203 | 827,000 | 3.88% | ||
| 6 | OARSMAN CAPITAL, INC. | 7,460 | 752,000 | 3.53% | ||
| 7 | LEAVELL INVESTMENT MANAGEMENT, INC. | 2,182 | 220,000 | 1.03% | ||
| 8 | Evercore Wealth Management, LLC | 285 | 29,000 | 0.14% |
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.
