| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cranberry Lake Advisors LLC | 102,000 | 7,234,000 | 48.03% | ||
| 2 | CUMBERLAND ADVISORS INC | 56,640 | 4,017,000 | 26.67% | ||
| 3 | SYNOVUS FINANCIAL CORP | 14,727 | 1,044,000 | 6.93% | ||
| 4 | Financial Sense Advisors, Inc. | 11,005 | 780,000 | 5.18% | ||
| 5 | Stillwater Capital Advisors, LLC | 8,645 | 613,000 | 4.07% | ||
| 6 | Veritable, L.P. | 8,096 | 574,000 | 3.81% | ||
| 7 | VESTOR CAPITAL, LLC | 5,600 | 397,000 | 2.64% | ||
| 8 | OARSMAN CAPITAL, INC. | 5,320 | 377,000 | 2.50% | ||
| 9 | First City Capital Management, Inc. | 370 | 26,240 | 0.17% |
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.
