| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 54,766 | 2,614,000 | 63.91% | ||
| 2 | OARSMAN CAPITAL, INC. | 16,475 | 786,000 | 19.22% | ||
| 3 | Modera Wealth Management, LLC | 7,721 | 369,000 | 9.02% | ||
| 4 | SOL Capital Management CO | 6,725 | 321,000 | 7.85% |
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.
