| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Barry Investment Advisors, LLC | 214,095 | 3,021,000 | 44.87% | ||
| 2 | World Asset Management Inc | 131,933 | 1,862,000 | 27.65% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 70,786 | 999,000 | 14.84% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 34,598 | 488,000 | 7.25% | ||
| 5 | RONALD BLUE & CO LLC | 15,491 | 218,000 | 3.24% | ||
| 6 | NORTH STAR ASSET MANAGEMENT INC | 10,266 | 145,000 | 2.15% |
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.
