| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Modera Wealth Management, LLC | 6,990 | 347,000 | 7.98% | ||
| 2 | SOL Capital Management CO | 7,604 | 378,000 | 8.70% | ||
| 3 | OARSMAN CAPITAL, INC. | 17,525 | 871,000 | 20.04% | ||
| 4 | CONDOR CAPITAL MANAGEMENT | 55,371 | 2,751,000 | 63.29% |
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.
