| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9,931 | 489,316 | 41.18% | ||
| 2 | JACOBS & CO/CA | 8,400 | 413,000 | 34.76% | ||
| 3 | Newman Dignan & Sheerar, Inc. | 4,780 | 236,000 | 19.86% | ||
| 4 | Jolley Asset Management, LLC | 1,020 | 50,000 | 4.21% |
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.
