| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 750,150 | 21,687,000 | 60.35% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 266,351 | 7,700,000 | 21.43% | ||
| 3 | FIRST FOUNDATION ADVISORS | 133,701 | 3,865,000 | 10.76% | ||
| 4 | PINNACLE ASSOCIATES LTD | 42,165 | 1,219,000 | 3.39% | ||
| 5 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,227 | 1,134,000 | 3.16% | ||
| 6 | Leonetti & Associates, LLC | 11,400 | 330,000 | 0.92% |
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.
