| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pinnacle Advisory Group, Inc. | 1,271,906 | 24,649,000 | 36.40% | ||
| 2 | BANK HAPOALIM BM | 900,000 | 17,442,000 | 25.76% | ||
| 3 | Cerity Partners OCIO LLC | 876,795 | 16,992,000 | 25.09% | ||
| 4 | Accuvest Global Advisors | 196,841 | 3,815,000 | 5.63% | ||
| 5 | Antonetti Capital Management LLC | 90,702 | 1,758,000 | 2.60% | ||
| 6 | Peachtree Investment Advisors, Inc. | 51,117 | 991,000 | 1.46% | ||
| 7 | KING LUTHER CAPITAL MANAGEMENT CORP | 31,379 | 608,000 | 0.90% | ||
| 8 | Parkside Advisors LLC | 31,153 | 604,000 | 0.89% | ||
| 9 | TIEMANN INVESTMENT ADVISORS, LLC | 24,032 | 466,000 | 0.69% | ||
| 10 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 18,069 | 350,000 | 0.52% | ||
| 11 | COLONY GROUP LLC | 1,482 | 29,000 | 0.04% | ||
| 12 | Vigilant Capital Management, LLC | 416 | 8,000 | 0.01% | ||
| 13 | HIGH POINT BANK & TRUST CO | 198 | 4,000 | 0.01% | ||
| 14 | MassMutual Private Wealth & Trust, FSB | 0 | 0 | 0.00% |
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.
