| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 78,102 | 402,000 | 35.54% | ||
| 2 | Veritable, L.P. | 40,086 | 206,000 | 18.21% | ||
| 3 | MORSE ASSET MANAGEMENT, INC | 26,500 | 136,000 | 12.02% | ||
| 4 | DARRELL & KING LLC | 20,000 | 103,000 | 9.11% | ||
| 5 | Ascent Wealth Partners, LLC | 18,435 | 95,000 | 8.40% | ||
| 6 | Ancora Advisors LLC | 14,875 | 76,000 | 6.72% | ||
| 7 | HOLLENCREST CAPITAL MANAGEMENT | 10,525 | 54,000 | 4.77% | ||
| 8 | TAURUS ASSET MANAGEMENT, LLC | 10,200 | 53,000 | 4.69% | ||
| 9 | QCI ASSET MANAGEMENT INC/NY | 1,100 | 6,000 | 0.53% |
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.
