| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 56,953 | 2,572,000 | 50.46% | ||
| 2 | OARSMAN CAPITAL, INC. | 19,580 | 884,000 | 17.34% | ||
| 3 | SOL Capital Management CO | 16,703 | 754,000 | 14.79% | ||
| 4 | Modera Wealth Management, LLC | 14,982 | 677,000 | 13.28% | ||
| 5 | BALASA DINVERNO & FOLTZ LLC | 4,648 | 210,000 | 4.12% |
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.
