| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 432,895 | 36,787,000 | 89.32% | ||
| 2 | Vigilant Capital Management, LLC | 17,190 | 1,461,000 | 3.55% | ||
| 3 | PINNACLE ASSOCIATES LTD | 16,955 | 1,441,000 | 3.50% | ||
| 4 | RAYNER & HAYNOR | 7,700 | 654,000 | 1.59% | ||
| 5 | WEIK CAPITAL MANAGEMENT | 4,935 | 419,000 | 1.02% | ||
| 6 | Veritable, L.P. | 2,523 | 214,000 | 0.52% | ||
| 7 | GAMBLE JONES INVESTMENT COUNSEL | 2,456 | 209,000 | 0.51% |
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.
