| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Plante Moran Financial Advisors, LLC | 3,093 | 120,000 | 0.10% | ||
| 2 | ArchPoint Investors | 4,470 | 173,000 | 0.14% | ||
| 3 | S&CO INC | 20,000 | 776,000 | 0.62% | ||
| 4 | Azimuth Capital Management LLC | 41,165 | 1,596,000 | 1.28% | ||
| 5 | Accuvest Global Advisors | 47,050 | 1,825,000 | 1.46% | ||
| 6 | GFS Advisors, LLC | 60,690 | 2,354,000 | 1.88% | ||
| 7 | CONDOR CAPITAL MANAGEMENT | 108,623 | 4,212,000 | 3.37% | ||
| 8 | HOLLENCREST CAPITAL MANAGEMENT | 139,848 | 5,424,000 | 4.33% | ||
| 9 | CUMBERLAND ADVISORS INC | 172,579 | 6,693,000 | 5.35% | ||
| 10 | SYNOVUS FINANCIAL CORP | 289,476 | 11,226,000 | 8.97% | ||
| 11 | Curi Capital, LLC | 384,805 | 14,923,000 | 11.92% | ||
| 12 | Barry Investment Advisors, LLC | 427,335 | 16,572,000 | 13.24% | ||
| 13 | J.P. Morgan Private Wealth Advisors LLC | 1,527,907 | 59,253,000 | 47.35% |
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.
