| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 11,363 | 638,000 | 40.28% | ||
| 2 | SignalPoint Asset Management, LLC | 7,586 | 426,000 | 26.89% | ||
| 3 | DOWLING & YAHNKE LLC | 5,565 | 312,000 | 19.70% | ||
| 4 | Jolley Asset Management, LLC | 3,710 | 208,000 | 13.13% |
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.
