| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 11,269 | 655,000 | 37.93% | ||
| 2 | SignalPoint Asset Management, LLC | 8,858 | 515,000 | 29.82% | ||
| 3 | DOWLING & YAHNKE LLC | 5,865 | 341,000 | 19.75% | ||
| 4 | Jolley Asset Management, LLC | 3,710 | 216,000 | 12.51% |
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.