| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 243,008 | 10,396,000 | 60.52% | ||
| 2 | PINNACLE ASSOCIATES LTD | 38,593 | 1,651,000 | 9.61% | ||
| 3 | Geller Advisors LLC | 26,224 | 1,122,000 | 6.53% | ||
| 4 | Veritable, L.P. | 20,288 | 868,000 | 5.05% | ||
| 5 | WBI INVESTMENTS, LLC | 15,611 | 668,000 | 3.89% | ||
| 6 | CATAWBA CAPITAL MANAGEMENT /VA | 13,751 | 588,000 | 3.42% | ||
| 7 | Pinnacle Wealth Management Advisory Group, LLC | 10,250 | 438,000 | 2.55% | ||
| 8 | GRAYBILL WEALTH MANAGEMENT, LTD. | 9,910 | 424,000 | 2.47% | ||
| 9 | Corundum Group, Inc. | 9,453 | 404,000 | 2.35% | ||
| 10 | EXCALIBUR MANAGEMENT CORP | 7,096 | 304,000 | 1.77% | ||
| 11 | PATTEN & PATTEN INC/TN | 4,741 | 203,000 | 1.18% | ||
| 12 | Evercore Wealth Management, LLC | 2,465 | 105,000 | 0.61% | ||
| 13 | Plante Moran Financial Advisors, LLC | 177 | 8,000 | 0.05% |
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.
