| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Private Ocean, LLC | 1,036,063 | 33,413,000 | 47.20% | ||
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | 749,328 | 24,166,000 | 34.14% | ||
| 3 | Aft, Forsyth & Sober, LLC | 398,875 | 12,864,000 | 18.17% | ||
| 4 | Capital Investment Advisors, LLC | 6,300 | 203,000 | 0.29% | ||
| 5 | NEWFOUND RESEARCH LLC | 4,123 | 133,000 | 0.19% | ||
| 6 | PIERSHALE FINANCIAL GROUP, INC. | 202 | 7,000 | 0.01% |
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.
