| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cetera Advisor Networks LLC | 51,034 | 965,000 | 29.45% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 44,100 | 831,000 | 25.36% | ||
| 3 | OARSMAN CAPITAL, INC. | 31,150 | 587,000 | 17.91% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 17,650 | 333,000 | 10.16% | ||
| 5 | FIRST FOUNDATION ADVISORS | 13,210 | 249,000 | 7.60% | ||
| 6 | EVERETT HARRIS & CO /CA/ | 13,050 | 246,000 | 7.51% | ||
| 7 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3,500 | 66,000 | 2.01% |
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.
