| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Plante Moran Financial Advisors, LLC | 322 | 13,000 | 0.08% | ||
| 2 | Evercore Wealth Management, LLC | 2,465 | 99,000 | 0.60% | ||
| 3 | PATTEN & PATTEN INC/TN | 4,991 | 201,000 | 1.22% | ||
| 4 | Crestwood Advisors Group, LLC | 6,346 | 256,000 | 1.56% | ||
| 5 | EXCALIBUR MANAGEMENT CORP | 7,096 | 286,000 | 1.74% | ||
| 6 | Veritable, L.P. | 8,860 | 357,000 | 2.17% | ||
| 7 | GRAYBILL WEALTH MANAGEMENT, LTD. | 9,910 | 400,000 | 2.43% | ||
| 8 | Pinnacle Wealth Management Advisory Group, LLC | 10,550 | 425,000 | 2.59% | ||
| 9 | Corundum Group, Inc. | 11,263 | 454,000 | 2.76% | ||
| 10 | WBI INVESTMENTS, LLC | 12,885 | 520,000 | 3.17% | ||
| 11 | CATAWBA CAPITAL MANAGEMENT /VA | 14,856 | 599,000 | 3.65% | ||
| 12 | Geller Advisors LLC | 26,087 | 1,052,000 | 6.40% | ||
| 13 | PINNACLE ASSOCIATES LTD | 39,573 | 1,596,000 | 9.71% | ||
| 14 | HOLLENCREST CAPITAL MANAGEMENT | 252,209 | 10,171,000 | 61.91% |
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.
