| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PINNACLE ASSOCIATES LTD | 38,393 | 1,593,000 | 26.21% | ||
| 2 | Geller Advisors LLC | 26,274 | 1,090,000 | 17.94% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23,119 | 959,000 | 15.78% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 13,751 | 571,000 | 9.40% | ||
| 5 | Pinnacle Wealth Management Advisory Group, LLC | 10,250 | 425,000 | 6.99% | ||
| 6 | Corundum Group, Inc. | 9,672 | 401,000 | 6.60% | ||
| 7 | GRAYBILL WEALTH MANAGEMENT, LTD. | 8,690 | 361,000 | 5.94% | ||
| 8 | Veritable, L.P. | 8,583 | 356,000 | 5.86% | ||
| 9 | PATTEN & PATTEN INC/TN | 5,269 | 219,000 | 3.60% | ||
| 10 | Evercore Wealth Management, LLC | 2,465 | 102,000 | 1.68% |
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.
