| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewFocus Financial Group, LLC | 167,584 | 4,379,000 | 60.93% | ||
| 2 | Tillar-Wenstrup Advisors, LLC | 78,360 | 2,048,000 | 28.50% | ||
| 3 | CONDOR CAPITAL MANAGEMENT | 19,033 | 497,000 | 6.92% | ||
| 4 | OARSMAN CAPITAL, INC. | 10,069 | 263,000 | 3.66% |
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.
