| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AVALON CAPITAL MANAGEMENT | 45,702 | 2,967,000 | 67.96% | ||
| 2 | SMITH HAYES Advisers, Inc | 9,440 | 613,000 | 14.04% | ||
| 3 | Veritable, L.P. | 6,425 | 417,000 | 9.55% | ||
| 4 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3,884 | 252,000 | 5.77% | ||
| 5 | SYNOVUS FINANCIAL CORP | 1,800 | 117,000 | 2.68% |
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.
