| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 154,574 | 3,507,000 | 72.10% | ||
| 2 | Fiera Capital Corp | 30,000 | 681,000 | 14.00% | ||
| 3 | BRADLEY FOSTER & SARGENT INC/CT | 19,500 | 442,000 | 9.09% | ||
| 4 | Constellation Wealth Advisors, LLC | 10,320 | 234,000 | 4.81% |
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.
