| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,698,267 | 88,853,000 | 42.49% | ||
| 2 | Curi Capital, LLC | 696,173 | 36,424,000 | 17.42% | ||
| 3 | Accuvest Global Advisors | 375,782 | 19,661,000 | 9.40% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 245,276 | 12,833,000 | 6.14% | ||
| 5 | CUMBERLAND ADVISORS INC | 180,510 | 9,444,000 | 4.52% | ||
| 6 | CLEARARC CAPITAL INC | 162,476 | 8,501,000 | 4.07% | ||
| 7 | MENLO ADVISORS LLC | 135,402 | 7,084,000 | 3.39% | ||
| 8 | FORBES J M & CO LLP | 126,713 | 6,629,000 | 3.17% | ||
| 9 | SYNOVUS FINANCIAL CORP | 104,429 | 5,464,000 | 2.61% | ||
| 10 | Azimuth Capital Management LLC | 64,801 | 3,390,000 | 1.62% | ||
| 11 | J.P. Morgan Private Wealth Advisors LLC | 60,514 | 3,166,000 | 1.51% | ||
| 12 | ASPIRIANT HOLDINGS S3, LLC | 46,683 | 2,442,000 | 1.17% | ||
| 13 | AVALON CAPITAL MANAGEMENT | 24,256 | 1,269,000 | 0.61% | ||
| 14 | CONDOR CAPITAL MANAGEMENT | 22,568 | 1,181,000 | 0.56% | ||
| 15 | S&CO INC | 20,000 | 1,046,000 | 0.50% | ||
| 16 | Veritable, L.P. | 7,657 | 401,000 | 0.19% | ||
| 17 | 1834 INVESTMENT ADVISORS CO | 5,700 | 298,000 | 0.14% | ||
| 18 | InterOcean Capital, LLC | 5,277 | 276,000 | 0.13% | ||
| 19 | ArchPoint Investors | 4,460 | 233,000 | 0.11% | ||
| 20 | FOSTER DYKEMA CABOT & CO INC/MA | 4,208 | 220,000 | 0.11% | ||
| 21 | MONTAG A & ASSOCIATES INC | 4,111 | 215,000 | 0.10% | ||
| 22 | Plante Moran Financial Advisors, LLC | 1,400 | 73,000 | 0.03% |
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.
