| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 593,558 | 17,765,000 | 50.93% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 307,706 | 9,210,000 | 26.41% | ||
| 3 | FIRST FOUNDATION ADVISORS | 110,757 | 3,315,000 | 9.50% | ||
| 4 | GREENWOOD CAPITAL ASSOCIATES LLC | 85,127 | 2,548,000 | 7.31% | ||
| 5 | AVALON CAPITAL MANAGEMENT | 34,435 | 1,031,000 | 2.96% | ||
| 6 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 33,741 | 1,010,000 | 2.90% |
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.
