| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Barry Investment Advisors, LLC | 208,378 | 3,713,000 | 44.24% | ||
| 2 | World Asset Management Inc | 121,173 | 2,159,000 | 25.72% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 70,786 | 1,261,000 | 15.02% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 42,813 | 763,000 | 9.09% | ||
| 5 | RONALD BLUE & CO LLC | 15,390 | 275,000 | 3.28% | ||
| 6 | NORTH STAR ASSET MANAGEMENT INC | 10,266 | 183,000 | 2.18% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 2,205 | 39,000 | 0.46% |
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.
