| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 3,560 | 233,000 | 8.29% | ||
| 2 | DOWLING & YAHNKE LLC | 5,155 | 337,000 | 11.99% | ||
| 3 | Jolley Asset Management, LLC | 5,520 | 361,000 | 12.84% | ||
| 4 | CONDOR CAPITAL MANAGEMENT | 12,089 | 791,000 | 28.14% | ||
| 5 | SignalPoint Asset Management, LLC | 16,637 | 1,089,000 | 38.74% |
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.
