| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SENTINEL TRUST CO LBA | 46,681 | 1,954,000 | 25.45% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 45,888 | 1,921,000 | 25.02% | ||
| 3 | Azimuth Capital Management LLC | 31,025 | 1,299,000 | 16.92% | ||
| 4 | JMG Financial Group, Ltd. | 14,238 | 596,000 | 7.76% | ||
| 5 | OARSMAN CAPITAL, INC. | 10,019 | 419,000 | 5.46% | ||
| 6 | Veritable, L.P. | 8,015 | 336,000 | 4.38% | ||
| 7 | VISTA CAPITAL PARTNERS, INC. | 7,335 | 307,000 | 4.00% | SH | |
| 8 | BRIDGES INVESTMENT MANAGEMENT INC | 6,620 | 277,000 | 3.61% | ||
| 9 | Mosaic Financial Partners, Inc. | 5,857 | 245,000 | 3.19% | ||
| 10 | BERNZOTT CAPITAL ADVISORS | 5,060 | 212,000 | 2.76% | ||
| 11 | QCI ASSET MANAGEMENT INC/NY | 2,700 | 113,000 | 1.47% |
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.
