| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 136,156 | 14,698,000 | 58.98% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 43,702 | 4,717,000 | 18.93% | ||
| 3 | WEIK CAPITAL MANAGEMENT | 33,822 | 3,651,000 | 14.65% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9,148 | 987,000 | 3.96% | ||
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | 2,895 | 313,000 | 1.26% | ||
| 6 | SONATA CAPITAL GROUP INC | 2,600 | 281,000 | 1.13% | ||
| 7 | FIRST FOUNDATION ADVISORS | 2,525 | 273,000 | 1.10% |
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.
