| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 960,363 | 30,050,000 | 93.74% | ||
| 2 | NewFocus Financial Group, LLC | 48,833 | 1,528,000 | 4.77% | ||
| 3 | Ancora Advisors LLC | 0 | 480,000 | 1.50% |
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.
