| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Guild Investment Management, Inc. | 125,010 | 2,564,000 | 49.77% | ||
| 2 | Obermeyer Wealth Partners | 48,850 | 1,000,000 | 19.41% | ||
| 3 | CROFT-LEOMINSTER INC | 46,251 | 947,000 | 18.38% | ||
| 4 | World Asset Management Inc | 21,349 | 437,000 | 8.48% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 9,926 | 204,000 | 3.96% |
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.
