| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 176,974 | 3,619,000 | 31.98% | ||
| 2 | Oxbow Advisors, LLC | 140,380 | 2,871,000 | 25.37% | ||
| 3 | MAI Capital Management | 110,004 | 2,250,000 | 19.88% | ||
| 4 | Veritable, L.P. | 50,876 | 1,040,000 | 9.19% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 35,983 | 736,000 | 6.50% | ||
| 6 | KINGS POINT CAPITAL MANAGEMENT | 28,001 | 573,000 | 5.06% | ||
| 7 | ROANOKE ASSET MANAGEMENT CORP/ NY | 10,274 | 210,000 | 1.86% | ||
| 8 | QCI ASSET MANAGEMENT INC/NY | 875 | 18,000 | 0.16% |
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.
