| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2,650 | 19,000 | 0.25% | ||
| 2 | World Asset Management Inc | 18,019 | 129,000 | 1.68% | ||
| 3 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 31,290 | 224,000 | 2.92% | ||
| 4 | LOEB PARTNERS CORP | 40,500 | 290,000 | 3.78% | ||
| 5 | MCRAE CAPITAL MANAGEMENT INC | 49,900 | 357,000 | 4.65% | ||
| 6 | Veritable, L.P. | 135,000 | 965,000 | 12.57% | ||
| 7 | Guild Investment Management, Inc. | 796,480 | 5,695,000 | 74.16% |
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.
