| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewFocus Financial Group, LLC | 169,313 | 4,576,000 | 92.17% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 14,386 | 389,000 | 7.83% |
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.
