| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERGREEN CAPITAL MANAGEMENT LLC | 66,610 | 2,838,000 | 30.88% | ||
| 2 | Guild Investment Management, Inc. | 45,470 | 1,937,000 | 21.08% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 44,000 | 1,874,000 | 20.39% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 25,940 | 1,105,000 | 12.03% | ||
| 5 | Veritable, L.P. | 16,695 | 711,000 | 7.74% | ||
| 6 | S&CO INC | 6,380 | 272,000 | 2.96% | ||
| 7 | BECK MACK & OLIVER LLC | 5,400 | 230,000 | 2.50% | ||
| 8 | Benchmark Capital Advisors | 5,200 | 222,000 | 2.42% |
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.
