| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 423,104 | 36,624,000 | 88.86% | ||
| 2 | Vigilant Capital Management, LLC | 21,225 | 1,837,000 | 4.46% | ||
| 3 | PINNACLE ASSOCIATES LTD | 13,815 | 1,196,000 | 2.90% | ||
| 4 | RAYNER & HAYNOR | 8,100 | 701,000 | 1.70% | ||
| 5 | WEIK CAPITAL MANAGEMENT | 4,935 | 427,000 | 1.04% | ||
| 6 | Veritable, L.P. | 2,523 | 218,000 | 0.53% | ||
| 7 | GAMBLE JONES INVESTMENT COUNSEL | 2,470 | 214,000 | 0.52% |
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.
