| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Accuvest Global Advisors | 276,200 | 4,146,000 | 46.27% | ||
| 2 | Veritable, L.P. | 184,999 | 2,777,000 | 30.99% | ||
| 3 | 1834 INVESTMENT ADVISORS CO | 87,025 | 1,306,000 | 14.57% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 24,460 | 367,000 | 4.10% | ||
| 5 | SHELTON CAPITAL MANAGEMENT | 23,020 | 365,000 | 4.07% |
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.
