| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 237,938 | 8,849,000 | 39.14% | ||
| 2 | MAI Capital Management | 103,314 | 3,842,000 | 16.99% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 80,782 | 3,004,000 | 13.29% | ||
| 4 | Marquette Asset Management, LLC | 42,572 | 1,583,000 | 7.00% | ||
| 5 | TIEDEMANN ADVISORS, LLC | 41,732 | 1,552,000 | 6.86% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 37,994 | 1,413,000 | 6.25% | ||
| 7 | Veritable, L.P. | 28,948 | 1,077,000 | 4.76% | ||
| 8 | Caprock Group, LLC | 16,187 | 602,000 | 2.66% | ||
| 9 | ROANOKE ASSET MANAGEMENT CORP/ NY | 10,274 | 382,000 | 1.69% | ||
| 10 | ADELL HARRIMAN & CARPENTER INC | 7,786 | 289,561 | 1.28% | ||
| 11 | QCI ASSET MANAGEMENT INC/NY | 375 | 14,000 | 0.06% |
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.
