| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Guild Investment Management, Inc. | 172,400 | 3,874,000 | 49.51% | ||
| 2 | Veritable, L.P. | 73,986 | 1,662,000 | 21.24% | ||
| 3 | Savant Capital, LLC | 42,625 | 958,000 | 12.24% | ||
| 4 | Azimuth Capital Management LLC | 39,640 | 891,000 | 11.39% | ||
| 5 | BAINCO INTERNATIONAL INVESTORS | 16,800 | 377,000 | 4.82% | ||
| 6 | SeaBridge Investment Advisors LLC | 2,790 | 63,000 | 0.81% |
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.
