| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergence Investment Partners, LLC | 42,956 | 3,538,000 | 45.58% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 18,420 | 1,517,000 | 19.54% | ||
| 3 | World Asset Management Inc | 8,276 | 682,000 | 8.79% | ||
| 4 | Veritable, L.P. | 6,633 | 546,000 | 7.03% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 5,432 | 447,000 | 5.76% | ||
| 6 | AVIANCE CAPITAL MANAGEMENT, LLC | 4,262 | 351,000 | 4.52% | ||
| 7 | GOULD ASSET MANAGEMENT LLC /CA/ | 2,915 | 240,000 | 3.09% | ||
| 8 | Barry Investment Advisors, LLC | 2,766 | 228,000 | 2.94% | ||
| 9 | ROTHSCHILD INVESTMENT LLC /IL | 2,582 | 213,000 | 2.74% |
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.
