| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 49,840 | 682,000 | 43.52% | ||
| 2 | Veritable, L.P. | 37,239 | 510,000 | 32.55% | ||
| 3 | GARRISON BRADFORD & ASSOCIATES INC | 15,289 | 209,000 | 13.34% | ||
| 4 | Curi Capital, LLC | 12,125 | 166,000 | 10.59% |
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.
