| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CROFT-LEOMINSTER INC | 10,500 | 497,000 | 36.81% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 7,901 | 375,000 | 27.78% | ||
| 3 | DOWLING & YAHNKE LLC | 5,075 | 241,000 | 17.85% | ||
| 4 | Ameritas Investment Partners, Inc. | 4,642 | 220,000 | 16.30% | ||
| 5 | Plante Moran Financial Advisors, LLC | 324 | 15,000 | 1.11% | ||
| 6 | PATHSTONE FAMILY OFFICE, LLC | 37 | 2,000 | 0.15% |
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.
