| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALLEY WEALTH MANAGERS, INC. | 20,250 | 1,471,000 | 73.22% | ||
| 2 | BAR HARBOR WEALTH MANAGEMENT | 4,101 | 298,000 | 14.83% | ||
| 3 | Partnervest Advisory Services LLC | 3,200 | 232,000 | 11.55% | ||
| 4 | Gemmer Asset Management LLC | 108 | 8,000 | 0.40% |
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.
