| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Accuvest Global Advisors | 94,085 | 8,612,000 | 50.38% | ||
| 2 | ASPIRIANT HOLDINGS S3, LLC | 15,035 | 1,376,000 | 8.05% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 14,363 | 1,314,000 | 7.69% | ||
| 4 | LOWE BROCKENBROUGH & CO INC | 13,900 | 1,272,000 | 7.44% | ||
| 5 | CONDOR CAPITAL MANAGEMENT | 11,779 | 1,078,000 | 6.31% | ||
| 6 | TRAIN BABCOCK ADVISORS LLC | 10,425 | 954,000 | 5.58% | ||
| 7 | Ramsay, Stattman, Vela & Price, Inc. | 6,500 | 595,000 | 3.48% | ||
| 8 | SMITH HAYES Advisers, Inc | 5,930 | 543,000 | 3.18% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 4,365 | 400,000 | 2.34% | ||
| 10 | Boltwood Capital Management | 4,200 | 384,000 | 2.25% | ||
| 11 | Forest Hill Capital, LLC | 2,400 | 220,000 | 1.29% | ||
| 12 | Carnegie Investment Counsel | 2,350 | 215,000 | 1.26% | ||
| 13 | EFG Private Wealth Management (Americas) Corp. | 732 | 67,000 | 0.39% | ||
| 14 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 713 | 65,000 | 0.38% |
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.
