| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 40,600 | 3,611,000 | 37.62% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 36,320 | 3,230,000 | 33.65% | ||
| 3 | BOSTON FAMILY OFFICE LLC | 24,220 | 2,154,000 | 22.44% | ||
| 4 | MURPHY CAPITAL MANAGEMENT INC | 6,800 | 604,000 | 6.29% |
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.
