| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hollow Brook Wealth Management LLC | 743,010 | 14,191,000 | 69.99% | ||
| 2 | NorthCoast Asset Management LLC | 130,145 | 2,486,000 | 12.26% | ||
| 3 | TEALWOOD ASSET MANAGEMENT INC | 109,385 | 2,089,000 | 10.30% | ||
| 4 | Constellation Wealth Advisors, LLC | 79,025 | 1,509,000 | 7.44% |
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.
