| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 54,033 | 2,395,000 | 66.25% | ||
| 2 | OARSMAN CAPITAL, INC. | 15,564 | 690,000 | 19.09% | ||
| 3 | Modera Wealth Management, LLC | 6,866 | 304,000 | 8.41% | ||
| 4 | SOL Capital Management CO | 5,090 | 226,000 | 6.25% |
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.
