| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 14,924 | 1,559,000 | 14.90% | ||
| 2 | LOWE BROCKENBROUGH & CO INC | 13,900 | 1,452,000 | 13.87% | ||
| 3 | Accuvest Global Advisors | 10,700 | 1,118,000 | 10.68% | ||
| 4 | WestEnd Advisors, LLC | 9,704 | 1,013,874 | 9.69% | ||
| 5 | TRAIN BABCOCK ADVISORS LLC | 8,711 | 910,000 | 8.70% | ||
| 6 | Karp Capital Management Corp | 7,575 | 791,000 | 7.56% | ||
| 7 | Ramsay, Stattman, Vela & Price, Inc. | 6,500 | 679,000 | 6.49% | ||
| 8 | SMITH HAYES Advisers, Inc | 5,735 | 599,000 | 5.72% | ||
| 9 | Belmont Global Advisors, Inc. | 5,000 | 522,000 | 4.99% | ||
| 10 | KCM INVESTMENT ADVISORS LLC | 4,468 | 467,000 | 4.46% | ||
| 11 | Boltwood Capital Management | 4,000 | 418,000 | 3.99% | ||
| 12 | ASPIRIANT HOLDINGS S3, LLC | 3,895 | 407,000 | 3.89% | ||
| 13 | CUMBERLAND ADVISORS INC | 2,660 | 278,000 | 2.66% | ||
| 14 | Forest Hill Capital, LLC | 2,400 | 251,000 | 2.40% |
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.
