| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 271,967 | 11,823,000 | 71.21% | ||
| 2 | PINNACLE ASSOCIATES LTD | 32,619 | 1,418,000 | 8.54% | ||
| 3 | Geller Advisors LLC | 26,545 | 1,154,000 | 6.95% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 13,056 | 568,000 | 3.42% | ||
| 5 | Corundum Group, Inc. | 10,863 | 472,000 | 2.84% | ||
| 6 | Veritable, L.P. | 8,583 | 373,000 | 2.25% | ||
| 7 | GRAYBILL WEALTH MANAGEMENT, LTD. | 8,490 | 369,000 | 2.22% | ||
| 8 | PATTEN & PATTEN INC/TN | 6,456 | 281,000 | 1.69% | ||
| 9 | Evercore Wealth Management, LLC | 2,465 | 107,000 | 0.64% | ||
| 10 | SYNOVUS FINANCIAL CORP | 850 | 37,000 | 0.22% |
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.
