| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Coe Capital Management, LLC | 28,428 | 3,106,897 | 27.13% | ||
| 2 | HL FINANCIAL SERVICES LLC | 28,195 | 3,081,000 | 26.91% | ||
| 3 | MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 24,226 | 2,648,000 | 23.12% | ||
| 4 | PERCEPTIVE ADVISORS LLC | 14,700 | 1,607,000 | 14.03% | ||
| 5 | AFFINITY WEALTH MANAGEMENT LLC | 3,318 | 363,000 | 3.17% | ||
| 6 | CenturyLink Investment Management Co | 3,300 | 361,000 | 3.15% | ||
| 7 | ZWJ INVESTMENT COUNSEL INC | 2,000 | 219,000 | 1.91% | ||
| 8 | Archford Capital Strategies, LLC | 400 | 44,000 | 0.38% | ||
| 9 | Advisors Preferred, LLC | 112 | 12,000 | 0.10% | ||
| 10 | Gemmer Asset Management LLC | 78 | 9,000 | 0.08% |
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.
