| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 50,960 | 4,251,000 | 75.07% | ||
| 2 | GREENWOOD CAPITAL ASSOCIATES LLC | 10,542 | 879,000 | 15.52% | ||
| 3 | Birch Hill Investment Advisors LLC | 6,390 | 533,000 | 9.41% |
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.
