| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geller Advisors LLC | 60,899 | 2,231,000 | 36.29% | ||
| 2 | PINNACLE ASSOCIATES LTD | 37,190 | 1,363,000 | 22.17% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 13,910 | 510,000 | 8.30% | ||
| 4 | WBI INVESTMENTS, LLC | 12,680 | 465,000 | 7.56% | ||
| 5 | Pinnacle Wealth Management Advisory Group, LLC | 11,150 | 409,000 | 6.65% | ||
| 6 | Veritable, L.P. | 10,379 | 380,000 | 6.18% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 8,984 | 329,000 | 5.35% | ||
| 8 | BAINCO INTERNATIONAL INVESTORS | 6,312 | 231,000 | 3.76% | ||
| 9 | Corundum Group, Inc. | 5,949 | 218,000 | 3.55% | ||
| 10 | Plante Moran Financial Advisors, LLC | 322 | 12,000 | 0.20% |
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.
