| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 918,973 | 28,516,000 | 93.62% | ||
| 2 | NewFocus Financial Group, LLC | 44,345 | 1,376,000 | 4.52% | ||
| 3 | Ancora Advisors LLC | 18,307 | 568,000 | 1.86% |
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.
