| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GARGOYLE INVESTMENT ADVISOR L.L.C. | 29,946 | 3,549,000 | 58.59% | ||
| 2 | Coe Capital Management, LLC | 9,065 | 1,074,000 | 17.73% | ||
| 3 | World Asset Management Inc | 4,353 | 516,000 | 8.52% | ||
| 4 | BALDWIN WEALTH PARTNERS LLC/MA | 3,145 | 373,000 | 6.16% | ||
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | 2,800 | 332,000 | 5.48% | ||
| 6 | Cetera Advisors LLC | 1,800 | 213,000 | 3.52% |
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.
