| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hollow Brook Wealth Management LLC | 504,782 | 10,631,000 | 61.68% | ||
| 2 | NorthCoast Asset Management LLC | 140,029 | 2,949,000 | 17.11% | ||
| 3 | TEALWOOD ASSET MANAGEMENT INC | 102,925 | 2,168,000 | 12.58% | ||
| 4 | Constellation Wealth Advisors, LLC | 70,600 | 1,487,000 | 8.63% |
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.
