| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 102,000 | 6,624,000 | 54.81% | ||
| 2 | Guild Investment Management, Inc. | 45,150 | 2,932,000 | 24.26% | ||
| 3 | SYNOVUS FINANCIAL CORP | 12,285 | 798,000 | 6.60% | ||
| 4 | Stillwater Capital Advisors, LLC | 8,645 | 561,000 | 4.64% | ||
| 5 | Veritable, L.P. | 8,096 | 526,000 | 4.35% | ||
| 6 | OARSMAN CAPITAL, INC. | 5,421 | 352,000 | 2.91% | ||
| 7 | Financial Sense Advisors, Inc. | 4,122 | 268,000 | 2.22% | ||
| 8 | First City Capital Management, Inc. | 370 | 24,028 | 0.20% |
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.
