| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Daniel Devine & Co | 172,760 | 4,570,000 | 36.49% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 171,454 | 4,535,000 | 36.21% | ||
| 3 | CUMBERLAND ADVISORS INC | 95,720 | 2,532,000 | 20.22% | ||
| 4 | Kovitz Investment Group, LLC | 31,805 | 841,000 | 6.72% | ||
| 5 | ArchPoint Investors | 1,740 | 46,000 | 0.37% |
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.
