| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRUDERMAN ASSET MANAGEMENT, LLC | 1,944 | 69,000 | 76.65% | ||
| 2 | Gemmer Asset Management LLC | 374 | 13,000 | 14.44% | ||
| 3 | COLONY GROUP LLC | 235 | 8,000 | 8.89% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 454 | 16 | 0.02% |
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.
