| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geller Advisors LLC | 61,254 | 2,203,000 | 41.62% | ||
| 2 | PINNACLE ASSOCIATES LTD | 27,421 | 986,000 | 18.63% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 13,910 | 500,000 | 9.45% | ||
| 4 | WBI INVESTMENTS, LLC | 13,008 | 468,000 | 8.84% | ||
| 5 | Veritable, L.P. | 9,681 | 348,000 | 6.57% | ||
| 6 | Corundum Group, Inc. | 7,122 | 256,000 | 4.84% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 6,137 | 221,000 | 4.18% | ||
| 8 | BAINCO INTERNATIONAL INVESTORS | 5,605 | 202,000 | 3.82% | ||
| 9 | QCI ASSET MANAGEMENT INC/NY | 2,688 | 97,000 | 1.83% | ||
| 10 | Plante Moran Financial Advisors, LLC | 322 | 12,000 | 0.23% |
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.
