| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 61,425 | 937,000 | 35.27% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 57,487 | 877,000 | 33.01% | ||
| 3 | FIRST FOUNDATION ADVISORS | 45,031 | 687,000 | 25.86% | ||
| 4 | Cetera Advisor Networks LLC | 10,184 | 156,000 | 5.87% |
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.
