| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 391,795 | 22,367,000 | 28.29% | ||
| 2 | Curi Capital, LLC | 378,661 | 21,618,000 | 27.34% | ||
| 3 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 248,975 | 14,214,000 | 17.98% | ||
| 4 | Geneva Advisors, LLC | 106,719 | 6,093,000 | 7.71% | ||
| 5 | Hugh Johnson Advisors LLC | 79,475 | 4,537,000 | 5.74% | ||
| 6 | Independence Capital Asset Partners, LLC | 73,964 | 4,223,000 | 5.34% | ||
| 7 | DEARBORN PARTNERS LLC | 33,100 | 1,890,000 | 2.39% | ||
| 8 | D L CARLSON INVESTMENT GROUP INC | 16,610 | 948,000 | 1.20% | ||
| 9 | Guild Investment Management, Inc. | 15,000 | 856,000 | 1.08% | ||
| 10 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 14,110 | 806,000 | 1.02% | ||
| 11 | Wellington Shields Capital Management, LLC | 11,685 | 667,000 | 0.84% | ||
| 12 | Veritable, L.P. | 11,236 | 641,000 | 0.81% | ||
| 13 | World Asset Management Inc | 3,786 | 216,000 | 0.27% |
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.
