| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 702,567 | 20,311,000 | 57.83% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 171,214 | 4,950,000 | 14.09% | ||
| 3 | FIRST FOUNDATION ADVISORS | 114,826 | 3,320,000 | 9.45% | ||
| 4 | GREENWOOD CAPITAL ASSOCIATES LLC | 84,535 | 2,444,000 | 6.96% | ||
| 5 | PINNACLE ASSOCIATES LTD | 53,850 | 1,557,000 | 4.43% | ||
| 6 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 34,942 | 1,010,000 | 2.88% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 34,000 | 983,000 | 2.80% | ||
| 8 | Pinnacle Wealth Management Advisory Group, LLC | 18,850 | 545,000 | 1.55% |
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.
