| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 11,329 | 667,000 | 39.01% | ||
| 2 | SignalPoint Asset Management, LLC | 8,140 | 479,000 | 28.01% | ||
| 3 | DOWLING & YAHNKE LLC | 5,865 | 345,000 | 20.18% | ||
| 4 | Jolley Asset Management, LLC | 3,710 | 219,000 | 12.81% |
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.
