| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARMSTRONG SHAW ASSOCIATES INC/CT | 454,586 | 21,266,000 | 87.45% | ||
| 2 | Constellation Wealth Advisors, LLC | 41,705 | 1,951,000 | 8.02% | ||
| 3 | Veritable, L.P. | 9,057 | 424,000 | 1.74% | ||
| 4 | World Asset Management Inc | 5,227 | 245,000 | 1.01% | ||
| 5 | GREENWOOD CAPITAL ASSOCIATES LLC | 4,725 | 221,000 | 0.91% | ||
| 6 | REYNOLDS CAPITAL MANAGEMENT LLC | 4,500 | 211,000 | 0.87% |
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.
