| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewFocus Financial Group, LLC | 49,923 | 6,270,000 | 59.32% | ||
| 2 | Karp Capital Management Corp | 15,418 | 1,936,000 | 18.32% | ||
| 3 | Cetera Advisor Networks LLC | 7,379 | 927,000 | 8.77% | ||
| 4 | PARSONS CAPITAL MANAGEMENT INC/RI | 3,055 | 384,000 | 3.63% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 2,580 | 324,000 | 3.07% | ||
| 6 | DEARBORN PARTNERS LLC | 2,469 | 310,000 | 2.93% | ||
| 7 | Veritable, L.P. | 1,690 | 212,000 | 2.01% | ||
| 8 | SMITH HAYES Advisers, Inc | 1,652 | 207,000 | 1.96% |
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.
