| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 36,565 | 1,003,000 | 20.31% | ||
| 2 | Veritable, L.P. | 36,205 | 993,000 | 20.11% | ||
| 3 | SMITH HAYES Advisers, Inc | 34,350 | 942,000 | 19.08% | ||
| 4 | GARGOYLE INVESTMENT ADVISOR L.L.C. | 22,600 | 620,000 | 12.56% | ||
| 5 | Coe Capital Management, LLC | 16,655 | 457,000 | 9.25% | ||
| 6 | GlobalBridge, Inc. | 16,350 | 448,000 | 9.07% | ||
| 7 | CG Asset Management LLC | 14,715 | 404,000 | 8.18% | ||
| 8 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1,893 | 52,000 | 1.05% | ||
| 9 | PATHSTONE FAMILY OFFICE, LLC | 704 | 19,000 | 0.38% |
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.
