| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 132,017 | 6,318,000 | 39.33% | ||
| 2 | Guild Investment Management, Inc. | 105,070 | 5,029,000 | 31.30% | ||
| 3 | EAGLE GLOBAL ADVISORS LLC | 56,910 | 2,724,000 | 16.96% | ||
| 4 | L. Roy Papp & Associates, LLP | 13,105 | 627,000 | 3.90% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 13,000 | 622,000 | 3.87% | ||
| 6 | Belmont Global Advisors, Inc. | 10,000 | 479,000 | 2.98% | ||
| 7 | MURPHY CAPITAL MANAGEMENT INC | 5,575 | 266,000 | 1.66% |
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.
