| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 175,849 | 4,679,000 | 38.22% | ||
| 2 | Daniel Devine & Co | 170,700 | 4,542,000 | 37.10% | ||
| 3 | CUMBERLAND ADVISORS INC | 113,550 | 3,022,000 | 24.68% |
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.
