| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 146,814 | 7,167,000 | 44.30% | ||
| 2 | Pinnacle Advisory Group, Inc. | 96,694 | 4,720,000 | 29.18% | ||
| 3 | NAPLES GLOBAL ADVISORS, LLC | 23,073 | 1,126,000 | 6.96% | ||
| 4 | PacWest Financial Management Inc | 20,064 | 979,000 | 6.05% | ||
| 5 | Friedenthal Financial | 25,782 | 628,000 | 3.88% | ||
| 6 | COLORADO CAPITAL MANAGEMENT, INC. | 11,590 | 565,000 | 3.49% | ||
| 7 | Wellington Shields Capital Management, LLC | 8,000 | 391,000 | 2.42% | ||
| 8 | 1492 Capital Management LLC | 6,150 | 300,000 | 1.85% | ||
| 9 | Aviance Capital Partners, LLC | 5,151 | 251,000 | 1.55% | ||
| 10 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 525 | 25,000 | 0.15% | ||
| 11 | TCI Wealth Advisors, Inc. | 200 | 10,000 | 0.06% | ||
| 12 | Corbenic Partners LLC | 174 | 8,000 | 0.05% | ||
| 13 | Private Ocean, LLC | 148 | 7,000 | 0.04% |
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.
