| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PINNACLE ASSOCIATES LTD | 100,649 | 10,015,000 | 49.03% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 51,798 | 5,153,000 | 25.23% | ||
| 3 | Pinnacle Wealth Management Advisory Group, LLC | 22,830 | 2,272,000 | 11.12% | ||
| 4 | CABOT WEALTH MANAGEMENT INC | 18,845 | 1,875,000 | 9.18% | ||
| 5 | Accuvest Global Advisors | 6,330 | 630,000 | 3.08% | ||
| 6 | DT Investment Partners, LLC | 4,851 | 483,000 | 2.36% |
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.
