| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 136,123 | 6,352,000 | 71.44% | ||
| 2 | VAN DEN BERG MANAGEMENT I, INC | 18,590 | 867,000 | 9.75% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 13,000 | 607,000 | 6.83% | ||
| 4 | L. Roy Papp & Associates, LLP | 12,505 | 583,000 | 6.56% | ||
| 5 | Vision Capital Management, Inc. | 5,599 | 261,000 | 2.94% | ||
| 6 | MURPHY CAPITAL MANAGEMENT INC | 4,745 | 221,000 | 2.49% |
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.
