| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 587,485 | 58,666,000 | 72.39% | ||
| 2 | PINNACLE ASSOCIATES LTD | 103,653 | 10,351,000 | 12.77% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 61,766 | 6,168,000 | 7.61% | ||
| 4 | Pinnacle Wealth Management Advisory Group, LLC | 25,430 | 2,539,000 | 3.13% | ||
| 5 | CABOT WEALTH MANAGEMENT INC | 22,725 | 2,269,000 | 2.80% | ||
| 6 | DT Investment Partners, LLC | 4,851 | 484,000 | 0.60% | ||
| 7 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 3,077 | 307,000 | 0.38% | ||
| 8 | Accuvest Global Advisors | 2,545 | 254,000 | 0.31% |
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.
