| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | L. Roy Papp & Associates, LLP | 181,947 | 10,769,000 | 42.38% | ||
| 2 | Leonetti & Associates, LLC | 151,325 | 8,957,000 | 35.25% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 48,195 | 2,853,000 | 11.23% | ||
| 4 | Curi Capital, LLC | 13,000 | 769,000 | 3.03% | ||
| 5 | Crestwood Advisors Group, LLC | 7,750 | 459,000 | 1.81% | ||
| 6 | Willingdon Wealth Management | 6,863 | 406,000 | 1.60% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 5,940 | 352,000 | 1.39% | ||
| 8 | CUMBERLAND ADVISORS INC | 5,460 | 323,000 | 1.27% | ||
| 9 | SONATA CAPITAL GROUP INC | 4,200 | 249,000 | 0.98% | ||
| 10 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 3,416 | 202,000 | 0.79% | ||
| 11 | Evercore Wealth Management, LLC | 1,200 | 71,000 | 0.28% | ||
| 12 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 33 | 2,000 | 0.01% | ||
| 13 | Ancora Advisors LLC | 15 | 1,000 | 0.00% |
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.
