| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 32,934 | 1,077,000 | 34.98% | ||
| 2 | ELM ADVISORS, LLC | 15,650 | 512,000 | 16.63% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 13,435 | 439,000 | 14.26% | ||
| 4 | JMG Financial Group, Ltd. | 13,083 | 428,000 | 13.90% | ||
| 5 | Curi Capital, LLC | 12,000 | 392,000 | 12.73% | ||
| 6 | Savant Capital, LLC | 7,039 | 230,000 | 7.47% | ||
| 7 | QCI ASSET MANAGEMENT INC/NY | 27 | 1,000 | 0.03% |
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.
