| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hollow Brook Wealth Management LLC | 685,292 | 12,979,000 | 67.09% | ||
| 2 | NorthCoast Asset Management LLC | 153,801 | 2,913,000 | 15.06% | ||
| 3 | TEALWOOD ASSET MANAGEMENT INC | 120,222 | 2,277,000 | 11.77% | ||
| 4 | Constellation Wealth Advisors, LLC | 62,200 | 1,178,000 | 6.09% |
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.
