| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 104,762 | 1,579,000 | 39.35% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 60,407 | 910,000 | 22.68% | ||
| 3 | Veritable, L.P. | 32,315 | 487,000 | 12.14% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 15,617 | 235,000 | 5.86% | ||
| 5 | GARRISON BRADFORD & ASSOCIATES INC | 15,289 | 230,000 | 5.73% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 15,196 | 229,000 | 5.71% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 11,641 | 175,000 | 4.36% | ||
| 8 | Marquette Asset Management, LLC | 11,153 | 168,000 | 4.19% |
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.
