| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 167,370 | 4,661,000 | 30.18% | ||
| 2 | MAI Capital Management | 118,213 | 3,292,000 | 21.32% | ||
| 3 | Veritable, L.P. | 80,498 | 2,242,000 | 14.52% | ||
| 4 | Dunvegan Associates, Inc. | 72,905 | 2,030,000 | 13.14% | ||
| 5 | KINGS POINT CAPITAL MANAGEMENT | 30,454 | 848,000 | 5.49% | ||
| 6 | ArchPoint Investors | 13,353 | 372,000 | 2.41% | ||
| 7 | SELZ CAPITAL LLC | 13,000 | 362,000 | 2.34% | ||
| 8 | BEACH INVESTMENT COUNSEL INC/PA | 11,369 | 317,000 | 2.05% | ||
| 9 | W.G. Shaheen & Associates DBA Whitney & Co | 10,841 | 302,000 | 1.96% | ||
| 10 | ROANOKE ASSET MANAGEMENT CORP/ NY | 10,274 | 286,000 | 1.85% | ||
| 11 | Ancora Advisors LLC | 9,692 | 270,000 | 1.75% | ||
| 12 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 8,645 | 241,000 | 1.56% | ||
| 13 | Avalon Investment & Advisory | 7,666 | 213,000 | 1.38% | ||
| 14 | QCI ASSET MANAGEMENT INC/NY | 275 | 8,000 | 0.05% |
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.
