| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 49,840 | 696,000 | 36.38% | ||
| 2 | Veritable, L.P. | 37,239 | 520,000 | 27.18% | ||
| 3 | GARRISON BRADFORD & ASSOCIATES INC | 15,289 | 213,000 | 11.13% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 11,641 | 163,000 | 8.52% | ||
| 5 | Marquette Asset Management, LLC | 11,153 | 156,000 | 8.15% | ||
| 6 | MONETARY MANAGEMENT GROUP INC | 10,504 | 147,000 | 7.68% | ||
| 7 | Ancora Advisors LLC | 1,286 | 18,000 | 0.94% |
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.
