| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WOODMONT INVESTMENT COUNSEL LLC | 135,173 | 5,127,000 | 44.72% | ||
| 2 | Geller Advisors LLC | 60,618 | 2,299,000 | 20.05% | ||
| 3 | PINNACLE ASSOCIATES LTD | 32,439 | 1,230,000 | 10.73% | ||
| 4 | SMITH HAYES Advisers, Inc | 20,424 | 775,000 | 6.76% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 13,990 | 531,000 | 4.63% | ||
| 6 | Veritable, L.P. | 10,660 | 404,000 | 3.52% | ||
| 7 | Pinnacle Wealth Management Advisory Group, LLC | 9,050 | 343,000 | 2.99% | SH | |
| 8 | KCM INVESTMENT ADVISORS LLC | 7,187 | 273,000 | 2.38% | ||
| 9 | BAINCO INTERNATIONAL INVESTORS | 6,594 | 250,000 | 2.18% | ||
| 10 | Corundum Group, Inc. | 5,798 | 220,000 | 1.92% | ||
| 11 | Plante Moran Financial Advisors, LLC | 322 | 12,000 | 0.10% |
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.
