| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 1,304,047 | 35,443,000 | 79.30% | ||
| 2 | Vigilant Capital Management, LLC | 278,862 | 7,579,000 | 16.96% | ||
| 3 | ROYAL BANK OF CANADA | 39,875 | 1,084,000 | 2.43% | ||
| 4 | Ironwood Investment Counsel, LLC | 9,000 | 245,000 | 0.55% | ||
| 5 | CABOT WEALTH MANAGEMENT INC | 8,039 | 218,000 | 0.49% | ||
| 6 | CITIGROUP INC | 3,000 | 82,000 | 0.18% | ||
| 7 | STANCORP INVESTMENT ADVISERS INC | 1,122 | 31,000 | 0.07% | ||
| 8 | Hanson & Doremus Investment Management | 531 | 14,000 | 0.03% | ||
| 9 | WealthTrust-Arizona, LLC | 20 | 1,000 | 0.00% | ||
| 10 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
