| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,674,622 | 82,659,000 | 46.40% | ||
| 2 | Spruce Investment Advisors LLC | 919,026 | 45,363,000 | 25.46% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 285,711 | 14,102,000 | 7.92% | ||
| 4 | CUMBERLAND ADVISORS INC | 172,680 | 8,523,000 | 4.78% | ||
| 5 | Accuvest Global Advisors | 171,430 | 8,462,000 | 4.75% | ||
| 6 | FORBES J M & CO LLP | 127,354 | 6,286,000 | 3.53% | ||
| 7 | MENLO ADVISORS LLC | 95,172 | 4,697,000 | 2.64% | ||
| 8 | ASPIRIANT HOLDINGS S3, LLC | 45,783 | 2,260,000 | 1.27% | ||
| 9 | Veritable, L.P. | 25,348 | 1,251,000 | 0.70% | ||
| 10 | Azimuth Capital Management LLC | 23,926 | 1,181,000 | 0.66% | ||
| 11 | CONDOR CAPITAL MANAGEMENT | 22,379 | 1,105,000 | 0.62% | ||
| 12 | S&CO INC | 20,000 | 987,000 | 0.55% | ||
| 13 | WBI INVESTMENTS, LLC | 10,592 | 523,000 | 0.29% | ||
| 14 | 1834 INVESTMENT ADVISORS CO | 5,700 | 281,000 | 0.16% | ||
| 15 | InterOcean Capital, LLC | 5,277 | 260,000 | 0.15% | ||
| 16 | ArchPoint Investors | 4,460 | 220,000 | 0.12% |
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.
