| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Leonetti & Associates, LLC | 154,700 | 3,102,000 | 27.56% | ||
| 2 | Hugh Johnson Advisors LLC | 144,032 | 2,888,000 | 25.66% | ||
| 3 | AVIANCE CAPITAL MANAGEMENT, LLC | 130,103 | 2,609,000 | 23.18% | ||
| 4 | World Asset Management Inc | 59,687 | 1,197,000 | 10.64% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30,255 | 607,000 | 5.39% | ||
| 6 | Barry Investment Advisors, LLC | 26,585 | 533,000 | 4.74% | ||
| 7 | Colonial Trust Advisors | 15,900 | 319,000 | 2.83% |
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.
