| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 955,661 | 29,711,000 | 92.57% | ||
| 2 | NewFocus Financial Group, LLC | 52,293 | 1,626,000 | 5.07% | ||
| 3 | AVALON CAPITAL MANAGEMENT | 24,374 | 758,000 | 2.36% |
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.
