| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 138,183 | 5,523,000 | 48.50% | ||
| 2 | Dana Investment Advisors, Inc. | 84,123 | 3,362,000 | 29.53% | ||
| 3 | Coe Capital Management, LLC | 49,066 | 1,961,634 | 17.23% | ||
| 4 | PERCEPTIVE ADVISORS LLC | 13,445 | 537,000 | 4.72% | ||
| 5 | Gemmer Asset Management LLC | 73 | 3,000 | 0.03% |
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.
