| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Advantage, Inc. | 1,100 | 2,253,000 | 37.92% | ||
| 2 | IMA Advisory Services, Inc. | 800 | 1,639,000 | 27.59% | ||
| 3 | Barton Investment Management | 700 | 1,434,000 | 24.14% | ||
| 4 | Stellar Capital Management, LLC | 2 | 410,000 | 6.90% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 1 | 205,000 | 3.45% |
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.
