| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 249,984 | 9,642,000 | 60.84% | ||
| 2 | Geller Advisors LLC | 61,589 | 2,376,000 | 14.99% | ||
| 3 | PINNACLE ASSOCIATES LTD | 33,509 | 1,292,000 | 8.15% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 13,420 | 518,000 | 3.27% | ||
| 5 | WBI INVESTMENTS, LLC | 12,988 | 501,000 | 3.16% | ||
| 6 | Pinnacle Wealth Management Advisory Group, LLC | 10,800 | 417,000 | 2.63% | ||
| 7 | Corundum Group, Inc. | 10,025 | 379,000 | 2.39% | ||
| 8 | Veritable, L.P. | 8,860 | 342,000 | 2.16% | ||
| 9 | EXCALIBUR MANAGEMENT CORP | 7,096 | 274,000 | 1.73% | ||
| 10 | Evercore Wealth Management, LLC | 2,465 | 95,000 | 0.60% | ||
| 11 | Plante Moran Financial Advisors, LLC | 322 | 12,000 | 0.08% |
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.
