| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 350,000 | 7,777,000 | 62.40% | ||
| 2 | NOVARE CAPITAL MANAGEMENT LLC | 162,459 | 3,610,000 | 28.96% | ||
| 3 | FOUNDERS CAPITAL MANAGEMENT, LLC | 48,285 | 1,073,000 | 8.61% | ||
| 4 | Gemmer Asset Management LLC | 169 | 4,000 | 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.
