| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHALLER INVESTMENT GROUP INC | 56,200 | 6,360,000 | 42.00% | ||
| 2 | MENLO ADVISORS LLC | 47,703 | 5,398,000 | 35.64% | ||
| 3 | BARR E S & CO | 10,543 | 1,193,000 | 7.88% | ||
| 4 | Veritable, L.P. | 5,996 | 679,000 | 4.48% | ||
| 5 | AR ASSET MANAGEMENT INC | 4,296 | 486,000 | 3.21% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 2,731 | 309,000 | 2.04% | ||
| 7 | EAGLE GLOBAL ADVISORS LLC | 2,400 | 272,000 | 1.80% | ||
| 8 | Geneva Advisors, LLC | 1,994 | 226,000 | 1.49% | ||
| 9 | Curi Capital, LLC | 1,951 | 221,000 | 1.46% |
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.
