| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CG Asset Management LLC | 11,250 | 840,000 | 30.89% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 10,867 | 812,000 | 29.86% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 5,990 | 447,000 | 16.44% | ||
| 4 | Veritable, L.P. | 4,390 | 328,000 | 12.06% | ||
| 5 | World Asset Management Inc | 2,988 | 223,000 | 8.20% | ||
| 6 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 920 | 69,000 | 2.54% |
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.
