| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 265,271 | 5,942,000 | 66.87% | ||
| 2 | BOYS ARNOLD & CO INC | 40,015 | 896,000 | 10.08% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 30,134 | 675,000 | 7.60% | ||
| 4 | GAMBLE JONES INVESTMENT COUNSEL | 23,803 | 533,000 | 6.00% | ||
| 5 | OARSMAN CAPITAL, INC. | 10,340 | 232,000 | 2.61% | ||
| 6 | SignalPoint Asset Management, LLC | 9,336 | 209,000 | 2.35% | ||
| 7 | Regis Management CO LLC | 9,290 | 208,000 | 2.34% | ||
| 8 | Accuvest Global Advisors | 8,540 | 191,000 | 2.15% |
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.
