| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SENTINEL TRUST CO LBA | 60,951 | 2,509,000 | 25.74% | ||
| 2 | Windsor Financial Group, LLC | 44,071 | 1,814,000 | 18.61% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 42,141 | 1,735,000 | 17.80% | ||
| 4 | Azimuth Capital Management LLC | 20,950 | 863,000 | 8.85% | ||
| 5 | GREENWOOD CAPITAL ASSOCIATES LLC | 16,807 | 692,000 | 7.10% | ||
| 6 | JMG Financial Group, Ltd. | 14,546 | 599,000 | 6.14% | ||
| 7 | Veritable, L.P. | 12,421 | 511,000 | 5.24% | ||
| 8 | EFG Private Wealth Management (Americas) Corp. | 8,174 | 337,000 | 3.46% | ||
| 9 | VISTA CAPITAL PARTNERS, INC. | 7,935 | 327,000 | 3.35% | SH | |
| 10 | Mosaic Financial Partners, Inc. | 6,180 | 254,000 | 2.61% | ||
| 11 | QCI ASSET MANAGEMENT INC/NY | 2,600 | 107,000 | 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.
