| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 60,433 | 2,832,000 | 45.63% | ||
| 2 | Modera Wealth Management, LLC | 24,645 | 1,155,000 | 18.61% | ||
| 3 | OARSMAN CAPITAL, INC. | 20,684 | 969,000 | 15.61% | ||
| 4 | SOL Capital Management CO | 18,553 | 869,000 | 14.00% | ||
| 5 | BALASA DINVERNO & FOLTZ LLC | 8,124 | 381,000 | 6.14% |
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.
