| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 13,381 | 728,000 | 60.67% | ||
| 2 | JACOBS & CO/CA | 7,700 | 418,000 | 34.83% | ||
| 3 | Jolley Asset Management, LLC | 1,000 | 54,000 | 4.50% |
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.
