| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 259,851 | 16,818,000 | 30.65% | ||
| 2 | Patriot Wealth Management, Inc. | 115,736 | 7,490,000 | 13.65% | ||
| 3 | MARTIN & CO INC /TN/ | 105,835 | 6,850,000 | 12.48% | ||
| 4 | HOWARD CAPITAL MANAGEMENT | 60,049 | 3,886,000 | 7.08% | ||
| 5 | Sigma Investment Management Co | 52,440 | 3,394,000 | 6.18% | ||
| 6 | LOEB PARTNERS CORP | 48,000 | 3,107,000 | 5.66% | ||
| 7 | TRAIN BABCOCK ADVISORS LLC | 45,020 | 2,914,000 | 5.31% | ||
| 8 | Hugh Johnson Advisors LLC | 41,460 | 2,683,000 | 4.89% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 39,228 | 2,539,000 | 4.63% | ||
| 10 | CHILTON CAPITAL MANAGEMENT LLC | 22,180 | 1,435,490 | 2.62% | ||
| 11 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 15,522 | 1,005,000 | 1.83% | ||
| 12 | ASPIRIANT HOLDINGS S3, LLC | 14,889 | 964,000 | 1.76% | ||
| 13 | Carnegie Investment Counsel | 8,210 | 531,000 | 0.97% | ||
| 14 | PITTENGER & ANDERSON INC | 6,650 | 430,000 | 0.78% | ||
| 15 | WestEnd Advisors, LLC | 6,330 | 409,677 | 0.75% | ||
| 16 | PARSONS CAPITAL MANAGEMENT INC/RI | 5,230 | 338,000 | 0.62% | ||
| 17 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 930 | 60,000 | 0.11% | ||
| 18 | EFG Private Wealth Management (Americas) Corp. | 344 | 22,000 | 0.04% |
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.
