| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 72,341 | 571,000 | 31.62% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 51,257 | 404,000 | 22.37% | ||
| 3 | Filament LLC | 38,403 | 303,000 | 16.78% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33,560 | 265,000 | 14.67% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 17,100 | 135,000 | 7.48% | ||
| 6 | RONALD BLUE & CO LLC | 16,272 | 128,000 | 7.09% |
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.
