| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 200,808 | 11,279,000 | 64.74% | ||
| 2 | Coe Capital Management, LLC | 41,970 | 2,357,904 | 13.53% | ||
| 3 | Convergence Investment Partners, LLC | 20,550 | 1,154,000 | 6.62% | ||
| 4 | Veritable, L.P. | 20,396 | 1,146,000 | 6.58% | ||
| 5 | Ameritas Investment Partners, Inc. | 9,054 | 509,000 | 2.92% | ||
| 6 | CG Asset Management LLC | 6,050 | 340,000 | 1.95% | ||
| 7 | World Asset Management Inc | 5,736 | 322,000 | 1.85% | ||
| 8 | BLUESTEIN R H & CO LLC | 5,000 | 281,000 | 1.61% | ||
| 9 | PATHSTONE FAMILY OFFICE, LLC | 562 | 32,000 | 0.18% |
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.
