| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Barry Investment Advisors, LLC | 432,827 | 18,573,000 | 21.17% | ||
| 2 | Curi Capital, LLC | 392,749 | 16,853,000 | 19.21% | ||
| 3 | SYNOVUS FINANCIAL CORP | 283,052 | 12,146,000 | 13.85% | ||
| 4 | EAGLE GLOBAL ADVISORS LLC | 184,450 | 7,915,000 | 9.02% | ||
| 5 | CUMBERLAND ADVISORS INC | 171,439 | 7,356,000 | 8.39% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 140,028 | 6,009,000 | 6.85% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 117,345 | 5,035,000 | 5.74% | ||
| 8 | Accuvest Global Advisors | 94,100 | 4,038,000 | 4.60% | ||
| 9 | GFS Advisors, LLC | 66,315 | 2,846,000 | 3.24% | ||
| 10 | CONDOR CAPITAL MANAGEMENT | 57,807 | 2,480,000 | 2.83% | ||
| 11 | Azimuth Capital Management LLC | 41,500 | 1,781,000 | 2.03% | ||
| 12 | Marquette Asset Management, LLC | 21,026 | 902,000 | 1.03% | ||
| 13 | S&CO INC | 20,000 | 858,000 | 0.98% | ||
| 14 | STUYVESANT CAPITAL MANAGEMENT | 18,550 | 796,000 | 0.91% | ||
| 15 | Plante Moran Financial Advisors, LLC | 3,093 | 133,000 | 0.15% |
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.
