| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 350,000 | 11,746,000 | 63.52% | ||
| 2 | NOVARE CAPITAL MANAGEMENT LLC | 143,639 | 4,821,000 | 26.07% | ||
| 3 | FOUNDERS CAPITAL MANAGEMENT, LLC | 50,023 | 1,679,000 | 9.08% | ||
| 4 | WBH ADVISORY INC | 6,400 | 214,000 | 1.16% | ||
| 5 | Nelson Capital Management, LLC | 600 | 20,000 | 0.11% | ||
| 6 | Gemmer Asset Management LLC | 169 | 6,000 | 0.03% | ||
| 7 | SeaBridge Investment Advisors LLC | 150 | 5,000 | 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.
