| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 171,428 | 9,213,000 | 24.49% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 157,783 | 8,479,000 | 22.54% | ||
| 3 | ArchPoint Investors | 84,500 | 4,541,000 | 12.07% | ||
| 4 | CUMBERLAND ADVISORS INC | 81,613 | 4,386,000 | 11.66% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 38,632 | 2,076,000 | 5.52% | ||
| 6 | Azimuth Capital Management LLC | 34,955 | 1,878,000 | 4.99% | ||
| 7 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 30,762 | 1,653,000 | 4.39% | ||
| 8 | Marquette Asset Management, LLC | 29,917 | 1,608,000 | 4.28% | ||
| 9 | HOLLENCREST CAPITAL MANAGEMENT | 28,740 | 1,544,000 | 4.10% | ||
| 10 | Ascent Wealth Partners, LLC | 25,848 | 1,389,000 | 3.69% | ||
| 11 | InterOcean Capital, LLC | 11,411 | 613,000 | 1.63% | ||
| 12 | ADELL HARRIMAN & CARPENTER INC | 4,347 | 233,608 | 0.62% |
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.
