| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | L. Roy Papp & Associates, LLP | 178,198 | 9,206,000 | 59.38% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 47,759 | 2,467,000 | 15.91% | ||
| 3 | CUMBERLAND ADVISORS INC | 38,160 | 1,971,000 | 12.71% | ||
| 4 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 17,940 | 927,000 | 5.98% | ||
| 5 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,895 | 356,000 | 2.30% | ||
| 6 | SONATA CAPITAL GROUP INC | 5,350 | 276,000 | 1.78% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 4,615 | 238,000 | 1.54% | ||
| 8 | Evercore Wealth Management, LLC | 1,200 | 62,000 | 0.40% |
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.
