| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 55,851 | 2,559,000 | 57.60% | ||
| 2 | OARSMAN CAPITAL, INC. | 18,746 | 859,000 | 19.33% | ||
| 3 | Modera Wealth Management, LLC | 13,972 | 640,000 | 14.40% | ||
| 4 | SOL Capital Management CO | 8,403 | 385,000 | 8.67% |
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.
