| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11,005 | 538,253 | 54.47% | ||
| 2 | JACOBS & CO/CA | 8,200 | 401,000 | 40.58% | ||
| 3 | Jolley Asset Management, LLC | 1,000 | 49,000 | 4.96% |
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.
