| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 172,667 | 8,725,000 | 27.98% | ||
| 2 | ArchPoint Investors | 84,500 | 4,270,000 | 13.69% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 82,524 | 4,170,000 | 13.37% | ||
| 4 | CUMBERLAND ADVISORS INC | 82,233 | 4,155,000 | 13.32% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 39,874 | 2,015,000 | 6.46% | ||
| 6 | Azimuth Capital Management LLC | 35,931 | 1,816,000 | 5.82% | ||
| 7 | HOLLENCREST CAPITAL MANAGEMENT | 28,677 | 1,450,000 | 4.65% | ||
| 8 | Ascent Wealth Partners, LLC | 25,503 | 1,288,000 | 4.13% | ||
| 9 | KINGS POINT CAPITAL MANAGEMENT | 14,923 | 754,000 | 2.42% | ||
| 10 | InterOcean Capital, LLC | 12,141 | 613,000 | 1.97% | ||
| 11 | Ancora Advisors LLC | 9,832 | 497,000 | 1.59% | ||
| 12 | Stillwater Capital Advisors, LLC | 8,615 | 435,000 | 1.39% | ||
| 13 | ADELL HARRIMAN & CARPENTER INC | 7,147 | 361,138 | 1.16% | ||
| 14 | FOSTER DYKEMA CABOT & CO INC/MA | 6,550 | 331,000 | 1.06% | ||
| 15 | Mengis Capital Management, Inc. | 6,031 | 304,000 | 0.97% |
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.
