| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 130,630 | 2,602,000 | 36.44% | ||
| 2 | Veritable, L.P. | 71,655 | 1,427,000 | 19.99% | ||
| 3 | InterOcean Capital, LLC | 61,992 | 1,235,000 | 17.30% | ||
| 4 | Savant Capital, LLC | 41,101 | 819,000 | 11.47% | ||
| 5 | Advisors Capital Management, LLC | 17,289 | 344,000 | 4.82% | ||
| 6 | BAINCO INTERNATIONAL INVESTORS | 14,400 | 287,000 | 4.02% | ||
| 7 | Azimuth Capital Management LLC | 11,040 | 220,000 | 3.08% | ||
| 8 | KEELEY ASSET MANAGEMENT CORP | 10,331 | 206,000 | 2.89% |
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.
