| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FISHMAN JAY A LTD/MI | 10,175 | 1,030,931 | 32.93% | ||
| 2 | CUMBERLAND ADVISORS INC | 9,850 | 998,000 | 31.88% | ||
| 3 | LEAVELL INVESTMENT MANAGEMENT, INC. | 6,925 | 702,000 | 22.42% | ||
| 4 | Veritable, L.P. | 3,887 | 394,000 | 12.58% | ||
| 5 | SEI INVESTMENTS CO | 62 | 6,000 | 0.19% |
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.