| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 122,509 | 6,329,000 | 58.80% | ||
| 2 | AVALON CAPITAL MANAGEMENT | 36,625 | 1,892,000 | 17.58% | ||
| 3 | VAN DEN BERG MANAGEMENT I, INC | 17,875 | 923,000 | 8.57% | ||
| 4 | L. Roy Papp & Associates, LLP | 13,105 | 677,000 | 6.29% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 13,000 | 672,000 | 6.24% | ||
| 6 | MURPHY CAPITAL MANAGEMENT INC | 5,025 | 259,000 | 2.41% | ||
| 7 | Pinnacle Summer Investments, Inc. | 0 | 12,000 | 0.11% |
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.
