| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 145,459 | 15,159,000 | 57.39% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 38,224 | 3,983,000 | 15.08% | ||
| 3 | WEIK CAPITAL MANAGEMENT | 28,379 | 2,958,000 | 11.20% | ||
| 4 | BOYS ARNOLD & CO INC | 26,368 | 2,748,000 | 10.40% | ||
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | 9,885 | 1,030,000 | 3.90% | ||
| 6 | SONATA CAPITAL GROUP INC | 2,600 | 271,000 | 1.03% | ||
| 7 | FIRST FOUNDATION ADVISORS | 2,525 | 263,000 | 1.00% |
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.
