| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 15,881 | 924,000 | 64.48% | ||
| 2 | JACOBS & CO/CA | 7,600 | 451,000 | 31.47% | ||
| 3 | Jolley Asset Management, LLC | 1,000 | 58,000 | 4.05% |
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.
