| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Marquette Asset Management, LLC | 437,547 | 36,853,000 | 81.20% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 94,425 | 7,953,000 | 17.52% | ||
| 3 | OARSMAN CAPITAL, INC. | 6,886 | 580,000 | 1.28% |
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.
