| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Guild Investment Management, Inc. | 75,140 | 5,984,000 | 46.76% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 51,460 | 4,098,000 | 32.02% | ||
| 3 | BOSTON FAMILY OFFICE LLC | 29,510 | 2,350,000 | 18.36% | ||
| 4 | MURPHY CAPITAL MANAGEMENT INC | 4,600 | 366,000 | 2.86% |
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.
