| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 57,731 | 2,827,000 | 53.56% | ||
| 2 | OARSMAN CAPITAL, INC. | 20,399 | 999,000 | 18.93% | ||
| 3 | SOL Capital Management CO | 17,253 | 845,000 | 16.01% | ||
| 4 | Modera Wealth Management, LLC | 12,396 | 607,000 | 11.50% |
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.
