| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 355,104 | 31,551,000 | 62.28% | ||
| 2 | GMT CAPITAL CORP | 60,000 | 5,331,000 | 10.52% | ||
| 3 | BLUESTEIN R H & CO LLC | 52,000 | 4,620,000 | 9.12% | ||
| 4 | Guild Investment Management, Inc. | 39,300 | 3,492,000 | 6.89% | ||
| 5 | Banyan Partners, LLC | 19,948 | 1,772,000 | 3.50% | ||
| 6 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 8,825 | 784,000 | 1.55% | ||
| 7 | Geneva Advisors, LLC | 5,975 | 531,000 | 1.05% | ||
| 8 | Ancora Advisors LLC | 5,500 | 489,000 | 0.97% | ||
| 9 | ALTRINSIC GLOBAL ADVISORS LLC | 5,000 | 444,000 | 0.88% | ||
| 10 | WILLIAMS JONES & ASSOCIATES LLC | 4,200 | 373,000 | 0.74% | ||
| 11 | ROTHSCHILD INVESTMENT LLC /IL | 4,000 | 355,000 | 0.70% | ||
| 12 | Hodges Capital Management Inc. | 3,500 | 311,000 | 0.61% | ||
| 13 | RONALD BLUE & CO LLC | 3,494 | 310,000 | 0.61% | ||
| 14 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 2,340 | 208,000 | 0.41% | ||
| 15 | MONETARY MANAGEMENT GROUP INC | 1,000 | 89,000 | 0.18% |
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.