| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 31,777 | 1,121,000 | 28.16% | ||
| 2 | Curi Capital, LLC | 31,200 | 1,100,000 | 27.63% | ||
| 3 | ELM ADVISORS, LLC | 15,650 | 552,000 | 13.87% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 14,046 | 495,000 | 12.43% | ||
| 5 | JMG Financial Group, Ltd. | 13,083 | 461,000 | 11.58% | ||
| 6 | Savant Capital, LLC | 7,154 | 252,000 | 6.33% |
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.
