| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 435,573 | 13,721,000 | 41.00% | ||
| 2 | JMG Financial Group, Ltd. | 259,309 | 8,168,000 | 24.41% | ||
| 3 | Advisors Capital Management, LLC | 127,915 | 4,029,000 | 12.04% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 65,401 | 2,060,000 | 6.16% | ||
| 5 | Adams Asset Advisors, LLC | 50,959 | 1,605,000 | 4.80% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 39,661 | 1,249,000 | 3.73% | ||
| 7 | BOSTON RESEARCH & MANAGEMENT INC | 36,190 | 1,139,000 | 3.40% | ||
| 8 | ROTHSCHILD INVESTMENT LLC /IL | 25,700 | 810,000 | 2.42% | ||
| 9 | SignalPoint Asset Management, LLC | 9,439 | 297,000 | 0.89% | ||
| 10 | KLINGENSTEIN FIELDS & CO LP | 6,430 | 203,000 | 0.61% | ||
| 11 | Plante Moran Financial Advisors, LLC | 5,740 | 181,000 | 0.54% |
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.
