| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 11,082 | 849,000 | 34.12% | ||
| 2 | Veritable, L.P. | 8,850 | 678,000 | 27.25% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 6,577 | 504,000 | 20.26% | ||
| 4 | World Asset Management Inc | 4,818 | 369,000 | 14.83% | ||
| 5 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1,150 | 88,000 | 3.54% |
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.