| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 2,205 | 39,000 | 0.54% | ||
| 2 | RONALD BLUE & CO LLC | 12,904 | 229,000 | 3.17% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 70,786 | 1,256,000 | 17.39% | ||
| 4 | World Asset Management Inc | 122,938 | 2,181,000 | 30.20% | ||
| 5 | Barry Investment Advisors, LLC | 198,270 | 3,517,000 | 48.70% |
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.
