| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CALDWELL & ORKIN INC | 127,700 | 3,081,000 | 37.83% | ||
| 2 | CUMBERLAND ADVISORS INC | 90,780 | 2,191,000 | 26.90% | ||
| 3 | WBI INVESTMENTS, LLC | 37,440 | 903,000 | 11.09% | ||
| 4 | Savant Capital, LLC | 33,384 | 806,000 | 9.90% | ||
| 5 | Advisors Capital Management, LLC | 18,878 | 456,000 | 5.60% | ||
| 6 | Azimuth Capital Management LLC | 16,335 | 394,000 | 4.84% | ||
| 7 | SYNOVUS FINANCIAL CORP | 8,540 | 206,000 | 2.53% | ||
| 8 | Evercore Wealth Management, LLC | 4,475 | 108,000 | 1.33% |
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.
