| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 48,910 | 2,987,000 | 45.62% | ||
| 2 | Ancora Advisors LLC | 28,671 | 1,751,000 | 26.75% | ||
| 3 | Willingdon Wealth Management | 6,064 | 833,000 | 12.72% | ||
| 4 | Colonial Trust Advisors | 10,632 | 649,000 | 9.91% | ||
| 5 | Veritable, L.P. | 5,350 | 327,000 | 4.99% |
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.
