| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHALLER INVESTMENT GROUP INC | 56,200 | 5,951,000 | 42.57% | ||
| 2 | MENLO ADVISORS LLC | 47,511 | 5,031,000 | 35.99% | ||
| 3 | BARR E S & CO | 10,479 | 1,110,000 | 7.94% | ||
| 4 | Veritable, L.P. | 5,952 | 630,000 | 4.51% | ||
| 5 | AR ASSET MANAGEMENT INC | 4,296 | 455,000 | 3.25% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 3,159 | 335,000 | 2.40% | ||
| 7 | EAGLE GLOBAL ADVISORS LLC | 2,400 | 254,000 | 1.82% | ||
| 8 | Curi Capital, LLC | 1,951 | 206,000 | 1.47% | ||
| 9 | QUADRANT CAPITAL GROUP LLC | 69 | 7,000 | 0.05% |
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.
