| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHALLER INVESTMENT GROUP INC | 56,200 | 8,712,000 | 40.37% | ||
| 2 | MENLO ADVISORS LLC | 52,058 | 8,070,000 | 37.40% | ||
| 3 | BARR E S & CO | 10,825 | 1,678,000 | 7.78% | ||
| 4 | Veritable, L.P. | 6,567 | 1,018,000 | 4.72% | ||
| 5 | AR ASSET MANAGEMENT INC | 4,296 | 666,000 | 3.09% | ||
| 6 | Geneva Advisors, LLC | 3,114 | 483,000 | 2.24% | ||
| 7 | EAGLE GLOBAL ADVISORS LLC | 2,400 | 372,000 | 1.72% | ||
| 8 | Curi Capital, LLC | 2,067 | 320,000 | 1.48% | ||
| 9 | J.P. Morgan Private Wealth Advisors LLC | 1,313 | 204,000 | 0.95% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 300 | 47,000 | 0.22% | ||
| 11 | Karp Capital Management Corp | 59 | 9,000 | 0.04% |
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.
