| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOCK STREET ASSET MANAGEMENT INC | 116,377 | 3,643,000 | 49.38% | ||
| 2 | BEACH INVESTMENT COUNSEL INC/PA | 45,550 | 1,426,000 | 19.33% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 36,649 | 1,147,000 | 15.55% | ||
| 4 | Guild Investment Management, Inc. | 36,000 | 1,127,000 | 15.28% | ||
| 5 | CUMBERLAND ADVISORS INC | 1,130 | 35,000 | 0.47% |
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.
