| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOWLING & YAHNKE LLC | 1,650 | 213,000 | 2.96% | ||
| 2 | Narwhal Capital Management | 14,000 | 1,805,000 | 25.10% | ||
| 3 | Guild Investment Management, Inc. | 40,110 | 5,172,000 | 71.93% |
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.
