| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 56,725 | 2,655,000 | 53.65% | ||
| 2 | OARSMAN CAPITAL, INC. | 19,841 | 929,000 | 18.77% | ||
| 3 | SOL Capital Management CO | 16,753 | 784,000 | 15.84% | ||
| 4 | Modera Wealth Management, LLC | 12,423 | 581,000 | 11.74% |
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.
