| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewFocus Financial Group, LLC | 49,808 | 6,750,000 | 53.27% | ||
| 2 | Karp Capital Management Corp | 16,443 | 2,228,000 | 17.58% | ||
| 3 | EXCELSIA, INC. | 12,075 | 1,636,000 | 12.91% | ||
| 4 | Douglass Winthrop Advisors, LLC | 3,500 | 474,000 | 3.74% | ||
| 5 | SONATA CAPITAL GROUP INC | 3,415 | 463,000 | 3.65% | ||
| 6 | DEARBORN PARTNERS LLC | 2,504 | 339,000 | 2.68% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 2,430 | 329,000 | 2.60% | ||
| 8 | Veritable, L.P. | 1,690 | 229,000 | 1.81% | ||
| 9 | SMITH HAYES Advisers, Inc | 1,652 | 224,000 | 1.77% |
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.
