| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTHSTAR INVESTMENT ADVISORS LLC | 23,100 | 1,155,000 | 54.05% | ||
| 2 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10,236 | 512,016 | 23.96% | ||
| 3 | JACOBS & CO/CA | 8,400 | 420,000 | 19.65% | ||
| 4 | Jolley Asset Management, LLC | 1,000 | 50,000 | 2.34% |
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.
