| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 33,714 | 952,000 | 52.83% | ||
| 2 | ELM ADVISORS, LLC | 15,730 | 444,000 | 24.64% | ||
| 3 | JMG Financial Group, Ltd. | 13,083 | 369,000 | 20.48% | ||
| 4 | Plante Moran Financial Advisors, LLC | 1,297 | 37,000 | 2.05% |
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.
