| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 50,440 | 1,277,000 | 54.18% | ||
| 2 | BARD ASSOCIATES INC | 33,175 | 840,000 | 35.64% | ||
| 3 | Crow Point Partners, LLC | 5,430 | 137,000 | 5.81% | ||
| 4 | Edge Wealth Management LLC | 3,850 | 98,000 | 4.16% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 200 | 5,000 | 0.21% |
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.
