| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOL Capital Management CO | 288,607 | 13,642,000 | 48.49% | ||
| 2 | Hollow Brook Wealth Management LLC | 144,772 | 6,843,000 | 24.32% | ||
| 3 | CUMBERLAND ADVISORS INC | 138,910 | 6,566,000 | 23.34% | ||
| 4 | Advisors Capital Management, LLC | 16,156 | 764,000 | 2.72% | ||
| 5 | Curi Capital, LLC | 6,800 | 321,000 | 1.14% |
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.
