| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Detwiler Fenton Investment Management LLC | 41,722 | 2,317,000 | 42.62% | ||
| 2 | NewFocus Financial Group, LLC | 25,958 | 1,441,000 | 26.50% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 11,046 | 613,000 | 11.27% | ||
| 4 | Camelot Portfolios, LLC | 7,945 | 441,000 | 8.11% | ||
| 5 | DOWLING & YAHNKE LLC | 7,545 | 419,000 | 7.71% | ||
| 6 | Jolley Asset Management, LLC | 3,710 | 206,000 | 3.79% |
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.
