| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | L. Roy Papp & Associates, LLP | 181,890 | 12,612,000 | 39.74% | ||
| 2 | Leonetti & Associates, LLC | 152,050 | 10,543,000 | 33.22% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 37,825 | 2,623,000 | 8.26% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 21,000 | 1,456,000 | 4.59% | ||
| 5 | Curi Capital, LLC | 16,400 | 1,137,000 | 3.58% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 12,042 | 835,000 | 2.63% | ||
| 7 | CATAWBA CAPITAL MANAGEMENT /VA | 8,230 | 571,000 | 1.80% | ||
| 8 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 7,100 | 492,000 | 1.55% | ||
| 9 | SICART ASSOCIATES LLC | 5,960 | 413,000 | 1.30% | ||
| 10 | CUMBERLAND ADVISORS INC | 4,160 | 288,000 | 0.91% | ||
| 11 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 3,517 | 244,000 | 0.77% | ||
| 12 | SONATA CAPITAL GROUP INC | 3,450 | 239,000 | 0.75% | ||
| 13 | CERITY PARTNERS LLC | 2,930 | 203,000 | 0.64% | ||
| 14 | Evercore Wealth Management, LLC | 1,200 | 83,000 | 0.26% |
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.
