| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,058,824 | 198,011,000 | 22.46% | ||
| 2 | GOULD ASSET MANAGEMENT LLC /CA/ | 441,456 | 82,557,000 | 9.36% | ||
| 3 | PROFFITT & GOODSON INC | 272,523 | 50,965,000 | 5.78% | ||
| 4 | DT Investment Partners, LLC | 269,429 | 50,386,000 | 5.71% | ||
| 5 | Patriot Wealth Management, Inc. | 243,159 | 45,473,000 | 5.16% | ||
| 6 | Highmount Capital, LLC | 212,920 | 39,818,000 | 4.52% | ||
| 7 | Kovitz Investment Group, LLC | 86,946 | 37,943,000 | 4.30% | Put | |
| 8 | HOLLENCREST CAPITAL MANAGEMENT | 163,212 | 30,522,000 | 3.46% | ||
| 9 | InterOcean Capital, LLC | 144,129 | 26,954,000 | 3.06% | ||
| 10 | Cetera Advisors LLC | 130,800 | 24,447,000 | 2.77% | ||
| 11 | NORTH AMERICAN MANAGEMENT CORP | 111,072 | 20,772,000 | 2.36% | ||
| 12 | Crestwood Advisors Group, LLC | 106,066 | 19,835,000 | 2.25% | ||
| 13 | Cetera Advisor Networks LLC | 102,949 | 19,249,000 | 2.18% | ||
| 14 | Kovitz Investment Group, LLC | 28,375 | 17,708,000 | 2.01% | Call | |
| 15 | CONDOR CAPITAL MANAGEMENT | 80,367 | 15,029,000 | 1.70% | ||
| 16 | QCI ASSET MANAGEMENT INC/NY | 73,511 | 13,747,000 | 1.56% | ||
| 17 | Barrington Strategic Wealth Management Group LLC | 70,791 | 13,239,000 | 1.50% | ||
| 18 | MDE Group | 614,300 | 10,966,000 | 1.24% | Call | |
| 19 | Hugh Johnson Advisors LLC | 55,280 | 10,338,000 | 1.17% | ||
| 20 | ELM ADVISORS, LLC | 51,235 | 9,581,000 | 1.09% | ||
| 21 | PRIO WEALTH LIMITED PARTNERSHIP | 46,945 | 8,779,000 | 1.00% | ||
| 22 | Ameritas Investment Partners, Inc. | 46,415 | 8,682,000 | 0.98% | ||
| 23 | Private Wealth Advisors, Inc. | 43,871 | 8,204,000 | 0.93% | ||
| 24 | Financial Sense Advisors, Inc. | 40,574 | 7,587,000 | 0.86% | ||
| 25 | FARR MILLER & WASHINGTON LLC/DC | 39,255 | 7,341,000 | 0.83% | ||
| 26 | Seven Post Investment Office LP | 35,582 | 6,654,000 | 0.75% | ||
| 27 | PETTYJOHN, WOOD & WHITE, INC | 34,316 | 6,417,000 | 0.73% | ||
| 28 | Foothills Asset Management, Ltd. | 30,917 | 5,782,000 | 0.66% | ||
| 29 | KCM INVESTMENT ADVISORS LLC | 30,081 | 5,626,000 | 0.64% | ||
| 30 | VALLEY FORGE ASSET MANAGEMENT, LLC | 22,866 | 4,276,000 | 0.48% | ||
| 31 | Guild Investment Management, Inc. | 22,360 | 4,182,000 | 0.47% | ||
| 32 | CIM, LLC | 21,686 | 4,055,000 | 0.46% | ||
| 33 | SMITH HAYES Advisers, Inc | 20,971 | 3,922,000 | 0.44% | ||
| 34 | Permanens Capital L.P. | 19,360 | 3,621,000 | 0.41% | ||
| 35 | MDE Group | 792,100 | 3,164,000 | 0.36% | Put | |
| 36 | LOEB PARTNERS CORP | 16,640 | 3,112,000 | 0.35% | ||
| 37 | Kovitz Investment Group, LLC | 17,767 | 2,784,000 | 0.32% | ||
| 38 | NORTH STAR ASSET MANAGEMENT INC | 14,236 | 2,662,000 | 0.30% | ||
| 39 | Carnegie Investment Counsel | 13,816 | 2,584,000 | 0.29% | ||
| 40 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 13,387 | 2,503,000 | 0.28% | ||
| 41 | Goldstein Munger & Associates | 12,867 | 2,406,000 | 0.27% | ||
| 42 | DOWLING & YAHNKE LLC | 12,729 | 2,380,000 | 0.27% | ||
| 43 | EXCALIBUR MANAGEMENT CORP | 11,685 | 2,185,000 | 0.25% | ||
| 44 | KEELEY ASSET MANAGEMENT CORP | 11,643 | 2,177,000 | 0.25% | ||
| 45 | Ramsay, Stattman, Vela & Price, Inc. | 11,455 | 2,142,000 | 0.24% | ||
| 46 | Tufton Capital Management | 11,398 | 2,132,000 | 0.24% | ||
| 47 | Renaissance Investment Group LLC | 10,246 | 1,916,000 | 0.22% | ||
| 48 | Regis Management CO LLC | 9,211 | 1,723,000 | 0.20% | ||
| 49 | EVERETT HARRIS & CO /CA/ | 8,914 | 1,667,000 | 0.19% | ||
| 50 | Legacy Wealth Management, Inc | 8,633 | 1,614,000 | 0.18% |
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.
