| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,132,084 | 55,732,000 | 30.46% | ||
| 2 | Accuvest Global Advisors | 529,308 | 26,058,000 | 14.24% | ||
| 3 | Barry Investment Advisors, LLC | 419,260 | 20,640,000 | 11.28% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 248,582 | 12,238,000 | 6.69% | ||
| 5 | CLEARARC CAPITAL INC | 241,141 | 11,871,000 | 6.49% | ||
| 6 | SYNOVUS FINANCIAL CORP | 226,798 | 11,165,000 | 6.10% | ||
| 7 | Guild Investment Management, Inc. | 225,410 | 11,097,000 | 6.07% | ||
| 8 | CUMBERLAND ADVISORS INC | 173,135 | 8,523,000 | 4.66% | ||
| 9 | MENLO ADVISORS LLC | 136,390 | 6,714,000 | 3.67% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 126,993 | 6,252,000 | 3.42% | ||
| 11 | Azimuth Capital Management LLC | 78,875 | 3,883,000 | 2.12% | ||
| 12 | ASPIRIANT HOLDINGS S3, LLC | 46,430 | 2,286,000 | 1.25% | ||
| 13 | Veritable, L.P. | 27,822 | 1,370,000 | 0.75% | ||
| 14 | AVALON CAPITAL MANAGEMENT | 24,885 | 1,225,000 | 0.67% | ||
| 15 | CONDOR CAPITAL MANAGEMENT | 22,515 | 1,108,000 | 0.61% | ||
| 16 | S&CO INC | 20,000 | 985,000 | 0.54% | ||
| 17 | ArchPoint Investors | 9,460 | 466,000 | 0.25% | ||
| 18 | Detwiler Fenton Investment Management LLC | 6,649 | 327,000 | 0.18% | ||
| 19 | 1834 INVESTMENT ADVISORS CO | 5,700 | 281,000 | 0.15% | ||
| 20 | InterOcean Capital, LLC | 5,277 | 260,000 | 0.14% | ||
| 21 | Financial Sense Advisors, Inc. | 4,270 | 210,000 | 0.11% | ||
| 22 | MONTAG A & ASSOCIATES INC | 4,111 | 202,000 | 0.11% | ||
| 23 | Plante Moran Financial Advisors, LLC | 1,509 | 74,000 | 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.
