| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 679,328 | 19,830,000 | 60.71% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 166,442 | 4,858,000 | 14.87% | ||
| 3 | FIRST FOUNDATION ADVISORS | 125,926 | 3,676,000 | 11.25% | ||
| 4 | PINNACLE ASSOCIATES LTD | 55,615 | 1,623,000 | 4.97% | ||
| 5 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,987 | 1,109,000 | 3.40% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 34,000 | 992,000 | 3.04% | ||
| 7 | Pinnacle Wealth Management Advisory Group, LLC | 19,725 | 576,000 | 1.76% | SH |
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.
