| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 38,288 | 3,014,000 | 50.22% | ||
| 2 | Veritable, L.P. | 10,776 | 848,000 | 14.13% | ||
| 3 | Detwiler Fenton Investment Management LLC | 7,812 | 615,000 | 10.25% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 7,226 | 569,000 | 9.48% | ||
| 5 | SMITH HAYES Advisers, Inc | 3,288 | 259,000 | 4.32% | ||
| 6 | Hodges Capital Management Inc. | 3,000 | 236,000 | 3.93% | ||
| 7 | PARSONS CAPITAL MANAGEMENT INC/RI | 3,000 | 236,000 | 3.93% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 2,783 | 219,000 | 3.65% | ||
| 9 | Plante Moran Financial Advisors, LLC | 62 | 5,000 | 0.08% |
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.
