| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 50,965 | 2,377,000 | 65.79% | ||
| 2 | OARSMAN CAPITAL, INC. | 14,568 | 680,000 | 18.82% | ||
| 3 | Modera Wealth Management, LLC | 6,866 | 320,000 | 8.86% | ||
| 4 | SOL Capital Management CO | 5,050 | 236,000 | 6.53% |
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.
