| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Accuvest Global Advisors | 14,000 | 189,000 | 1.47% | ||
| 2 | Veritable, L.P. | 15,450 | 208,000 | 1.61% | ||
| 3 | BECK MACK & OLIVER LLC | 30,591 | 412,000 | 3.20% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 39,399 | 531,000 | 4.12% | ||
| 5 | Curi Capital, LLC | 50,695 | 683,000 | 5.30% | ||
| 6 | Selway Asset Management | 171,318 | 2,308,000 | 17.91% | ||
| 7 | FIRST FOUNDATION ADVISORS | 187,212 | 2,522,000 | 19.57% | ||
| 8 | Camelot Portfolios, LLC | 448,077 | 6,036,000 | 46.83% |
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.
