| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Camelot Portfolios, LLC | 96,000 | 228,000 | 83.21% | ||
| 2 | Obermeyer Wealth Partners | 19,508 | 46,000 | 16.79% |
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.
