| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 1,968,738 | 112,612,000 | 52.99% | ||
| 2 | Curi Capital, LLC | 318,850 | 18,238,000 | 8.58% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 250,430 | 14,324,000 | 6.74% | ||
| 4 | SYNOVUS FINANCIAL CORP | 241,053 | 13,788,000 | 6.49% | ||
| 5 | Accuvest Global Advisors | 208,992 | 11,954,000 | 5.63% | ||
| 6 | CUMBERLAND ADVISORS INC | 193,920 | 11,092,000 | 5.22% | ||
| 7 | MENLO ADVISORS LLC | 140,403 | 8,031,000 | 3.78% | ||
| 8 | Azimuth Capital Management LLC | 88,320 | 5,052,000 | 2.38% | ||
| 9 | ASPIRIANT HOLDINGS S3, LLC | 80,314 | 4,594,000 | 2.16% | ||
| 10 | CONDOR CAPITAL MANAGEMENT | 75,997 | 4,347,000 | 2.05% | ||
| 11 | NewFocus Financial Group, LLC | 46,298 | 2,648,000 | 1.25% | ||
| 12 | S&CO INC | 20,000 | 1,144,000 | 0.54% | ||
| 13 | Veritable, L.P. | 18,960 | 1,085,000 | 0.51% | ||
| 14 | Regent Investment Management LLC | 16,820 | 962,000 | 0.45% | ||
| 15 | DT Investment Partners, LLC | 11,289 | 646,000 | 0.30% | ||
| 16 | ArchPoint Investors | 9,110 | 521,000 | 0.25% | ||
| 17 | 1834 INVESTMENT ADVISORS CO | 5,700 | 326,000 | 0.15% | ||
| 18 | InterOcean Capital, LLC | 5,277 | 302,000 | 0.14% | ||
| 19 | NORTH STAR ASSET MANAGEMENT INC | 5,140 | 294,000 | 0.14% | ||
| 20 | MONTAG A & ASSOCIATES INC | 4,111 | 235,000 | 0.11% | ||
| 21 | Mengis Capital Management, Inc. | 3,692 | 211,000 | 0.10% | ||
| 22 | Plante Moran Financial Advisors, LLC | 1,864 | 107,000 | 0.05% | ||
| 23 | Barry Investment Advisors, LLC | 433,531 | 0 | 0.00% |
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.
