| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 350,000 | 11,459,000 | 65.43% | ||
| 2 | NOVARE CAPITAL MANAGEMENT LLC | 131,339 | 4,300,000 | 24.55% | ||
| 3 | FOUNDERS CAPITAL MANAGEMENT, LLC | 45,890 | 1,502,000 | 8.58% | ||
| 4 | WBH ADVISORY INC | 6,400 | 209,000 | 1.19% | ||
| 5 | Nelson Capital Management, LLC | 1,200 | 38,000 | 0.22% | ||
| 6 | Gemmer Asset Management LLC | 169 | 6,000 | 0.03% |
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.
