| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | L & S Advisors Inc | 3,392 | 270,000 | 1.57% | ||
| 2 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 6,900 | 550,000 | 3.19% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 9,022 | 719,000 | 4.17% | ||
| 4 | AFAM CAPITAL, INC. | 11,000 | 877,000 | 5.08% | ||
| 5 | Leonetti & Associates, LLC | 186,070 | 14,832,000 | 85.99% |
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.
