| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 45,550 | 822,000 | 25.61% | ||
| 2 | Cetera Advisor Networks LLC | 44,922 | 808,000 | 25.17% | ||
| 3 | OARSMAN CAPITAL, INC. | 30,250 | 546,000 | 17.01% | ||
| 4 | FIRST FOUNDATION ADVISORS | 25,637 | 463,000 | 14.42% | ||
| 5 | MONETARY MANAGEMENT GROUP INC | 16,150 | 292,000 | 9.10% | ||
| 6 | EVERETT HARRIS & CO /CA/ | 11,950 | 216,000 | 6.73% | ||
| 7 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3,500 | 63,000 | 1.96% |
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.
