| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Barry Investment Advisors, LLC | 196,850 | 2,691,000 | 42.27% | ||
| 2 | World Asset Management Inc | 122,055 | 1,668,000 | 26.20% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 70,786 | 968,000 | 15.21% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 35,599 | 487,000 | 7.65% | ||
| 5 | Liberty Capital Management, Inc. | 16,028 | 219,000 | 3.44% | ||
| 6 | RONALD BLUE & CO LLC | 12,150 | 166,000 | 2.61% | ||
| 7 | NORTH STAR ASSET MANAGEMENT INC | 10,266 | 140,000 | 2.20% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 1,975 | 27,000 | 0.42% |
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.
