| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PINNACLE ASSOCIATES LTD | 105,197 | 10,631,000 | 42.37% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 69,042 | 6,977,000 | 27.81% | ||
| 3 | CABOT WEALTH MANAGEMENT INC | 29,555 | 2,987,000 | 11.90% | ||
| 4 | Pinnacle Wealth Management Advisory Group, LLC | 26,495 | 2,678,000 | 10.67% | ||
| 5 | Accuvest Global Advisors | 12,450 | 1,258,000 | 5.01% | ||
| 6 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 3,059 | 309,000 | 1.23% | ||
| 7 | DT Investment Partners, LLC | 2,487 | 251,000 | 1.00% |
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.
