| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WOODMONT INVESTMENT COUNSEL LLC | 166,653 | 5,931,000 | 36.62% | ||
| 2 | Geller Advisors LLC | 124,030 | 4,414,000 | 27.25% | ||
| 3 | BAINCO INTERNATIONAL INVESTORS | 85,690 | 3,050,000 | 18.83% | ||
| 4 | SMITH HAYES Advisers, Inc | 19,275 | 686,000 | 4.24% | ||
| 5 | PINNACLE ASSOCIATES LTD | 18,992 | 676,000 | 4.17% | ||
| 6 | CATAWBA CAPITAL MANAGEMENT /VA | 13,930 | 496,000 | 3.06% | ||
| 7 | GODSEY & GIBB, INC | 13,911 | 495,000 | 3.06% | ||
| 8 | Veritable, L.P. | 12,578 | 448,000 | 2.77% |
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.