| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 245,466 | 6,613,000 | 51.68% | ||
| 2 | FIRST FOUNDATION ADVISORS | 118,610 | 3,195,000 | 24.97% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,255 | 1,058,000 | 8.27% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 34,000 | 916,000 | 7.16% | ||
| 5 | PINNACLE ASSOCIATES LTD | 25,265 | 681,000 | 5.32% | ||
| 6 | Pinnacle Wealth Management Advisory Group, LLC | 8,401 | 226,000 | 1.77% | ||
| 7 | Crosspoint Capital Strategies, LLC | 3,965 | 107,000 | 0.84% |
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.
