| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 28,857 | 296,000 | 27.64% | ||
| 2 | World Asset Management Inc | 24,870 | 255,000 | 23.81% | ||
| 3 | Veritable, L.P. | 22,194 | 227,000 | 21.20% | ||
| 4 | GW HENSSLER & ASSOCIATES LTD | 15,861 | 163,000 | 15.22% | ||
| 5 | FIRST FOUNDATION ADVISORS | 12,638 | 130,000 | 12.14% |
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.
