| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 11,434 | 631,000 | 30.32% | ||
| 2 | Camelot Portfolios, LLC | 8,481 | 468,000 | 22.49% | ||
| 3 | SignalPoint Asset Management, LLC | 8,204 | 453,000 | 21.77% | ||
| 4 | DOWLING & YAHNKE LLC | 5,865 | 324,000 | 15.57% | ||
| 5 | Jolley Asset Management, LLC | 3,710 | 205,000 | 9.85% |
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.
