| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 36,230 | 617,000 | 62.72% | ||
| 2 | Veritable, L.P. | 13,648 | 232,000 | 23.59% | ||
| 3 | First City Capital Management, Inc. | 7,913 | 134,673 | 13.69% |
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.
