| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Barry Investment Advisors, LLC | 461,931 | 9,331,000 | 73.29% | ||
| 2 | CUMBERLAND ADVISORS INC | 91,320 | 1,845,000 | 14.49% | ||
| 3 | Savant Capital, LLC | 33,828 | 683,000 | 5.36% | ||
| 4 | Advisors Capital Management, LLC | 19,330 | 390,000 | 3.06% | ||
| 5 | Azimuth Capital Management LLC | 15,340 | 310,000 | 2.43% | ||
| 6 | SYNOVUS FINANCIAL CORP | 8,540 | 173,000 | 1.36% |
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.
