| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 220,349 | 9,268,000 | 43.13% | ||
| 2 | NEWFOUND RESEARCH LLC | 147,065 | 6,186,000 | 28.79% | ||
| 3 | Peregrine Asset Advisers, Inc. | 84,348 | 3,548,000 | 16.51% | ||
| 4 | Advisory Alpha, LLC | 28,702 | 1,266,000 | 5.89% | ||
| 5 | Laurel Grove Capital, LLC | 11,725 | 493,000 | 2.29% | ||
| 6 | Private Ocean, LLC | 11,263 | 474,000 | 2.21% | ||
| 7 | Greenwich Wealth Management LLC | 5,485 | 231,000 | 1.08% | ||
| 8 | SeaBridge Investment Advisors LLC | 310 | 13,000 | 0.06% | ||
| 9 | D'Orazio & Associates, Inc. | 198 | 8,000 | 0.04% |
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.
