| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 197,685 | 6,000,000 | 87.81% | ||
| 2 | Ancora Advisors LLC | 27,438 | 833,000 | 12.19% |
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.
