| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,617,549 | 89,159,000 | 39.35% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 602,771 | 33,224,000 | 14.66% | ||
| 3 | Barry Investment Advisors, LLC | 439,239 | 24,211,000 | 10.69% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 248,776 | 13,712,000 | 6.05% | ||
| 5 | SYNOVUS FINANCIAL CORP | 236,363 | 13,028,000 | 5.75% | ||
| 6 | Accuvest Global Advisors | 215,819 | 11,896,000 | 5.25% | ||
| 7 | CUMBERLAND ADVISORS INC | 180,705 | 9,960,000 | 4.40% | ||
| 8 | MENLO ADVISORS LLC | 135,983 | 7,495,000 | 3.31% | ||
| 9 | Azimuth Capital Management LLC | 83,275 | 4,590,000 | 2.03% | ||
| 10 | ASPIRIANT HOLDINGS S3, LLC | 78,430 | 4,323,000 | 1.91% | ||
| 11 | CONDOR CAPITAL MANAGEMENT | 44,829 | 2,471,000 | 1.09% | ||
| 12 | Guild Investment Management, Inc. | 40,500 | 2,232,000 | 0.99% | ||
| 13 | NewFocus Financial Group, LLC | 40,299 | 2,221,000 | 0.98% | ||
| 14 | Belmont Global Advisors, Inc. | 37,600 | 2,073,000 | 0.92% | ||
| 15 | Veritable, L.P. | 30,267 | 1,668,000 | 0.74% | ||
| 16 | AVALON CAPITAL MANAGEMENT | 24,985 | 1,377,000 | 0.61% | ||
| 17 | S&CO INC | 20,000 | 1,102,000 | 0.49% | ||
| 18 | ArchPoint Investors | 10,160 | 560,000 | 0.25% | ||
| 19 | Detwiler Fenton Investment Management LLC | 6,435 | 355,000 | 0.16% | ||
| 20 | 1834 INVESTMENT ADVISORS CO | 5,700 | 314,000 | 0.14% | ||
| 21 | InterOcean Capital, LLC | 5,277 | 291,000 | 0.13% | ||
| 22 | MONTAG A & ASSOCIATES INC | 4,111 | 227,000 | 0.10% | ||
| 23 | Plante Moran Financial Advisors, LLC | 1,189 | 66,000 | 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.
