| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Detwiler Fenton Investment Management LLC | 65,783 | 3,898,000 | 63.05% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 11,303 | 670,000 | 10.84% | ||
| 3 | SignalPoint Asset Management, LLC | 8,184 | 485,000 | 7.85% | ||
| 4 | Camelot Portfolios, LLC | 7,802 | 462,000 | 7.47% | ||
| 5 | DOWLING & YAHNKE LLC | 7,545 | 447,000 | 7.23% | ||
| 6 | Jolley Asset Management, LLC | 3,710 | 220,000 | 3.56% |
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.
