| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 89,340 | 6,443,000 | 76.92% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 18,893 | 1,363,000 | 16.27% | ||
| 3 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5,596 | 404,000 | 4.82% | ||
| 4 | SYNOVUS FINANCIAL CORP | 2,300 | 166,000 | 1.98% |
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.
