| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Coe Capital Management, LLC | 96,995 | 471,000 | 41.61% | ||
| 2 | Veritable, L.P. | 76,903 | 374,000 | 33.04% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 35,022 | 170,000 | 15.02% | ||
| 4 | Lapides Asset Management, LLC | 18,500 | 90,000 | 7.95% | ||
| 5 | Ancora Advisors LLC | 5,650 | 27,000 | 2.39% |
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.
