| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 39,731 | 902,000 | 34.26% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 27,569 | 627,000 | 23.81% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 20,766 | 472,000 | 17.93% | ||
| 4 | OARSMAN CAPITAL, INC. | 10,024 | 228,000 | 8.66% | ||
| 5 | SignalPoint Asset Management, LLC | 9,278 | 211,000 | 8.01% | ||
| 6 | Accuvest Global Advisors | 8,515 | 193,000 | 7.33% |
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.
