| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Barry Investment Advisors, LLC | 180,660 | 2,553,000 | 41.16% | ||
| 2 | World Asset Management Inc | 112,684 | 1,592,000 | 25.67% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 70,786 | 1,000,000 | 16.12% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 36,158 | 511,000 | 8.24% | ||
| 5 | Liberty Capital Management, Inc. | 16,028 | 226,000 | 3.64% | ||
| 6 | RONALD BLUE & CO LLC | 12,418 | 175,000 | 2.82% | ||
| 7 | NORTH STAR ASSET MANAGEMENT INC | 10,266 | 145,000 | 2.34% |
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.
