| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 191,586 | 2,941,000 | 38.93% | ||
| 2 | Accuvest Global Advisors | 158,385 | 2,431,000 | 32.18% | ||
| 3 | 1834 INVESTMENT ADVISORS CO | 96,100 | 1,475,000 | 19.53% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 24,190 | 371,000 | 4.91% | ||
| 5 | SHELTON CAPITAL MANAGEMENT | 21,888 | 336,000 | 4.45% |
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.
