| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LifePlan Financial Group, Inc | 3,174 | 211,000 | 47.80% | ||
| 2 | TPH Asset Management, LLC | 3,067 | 204,000 | 46.21% | ||
| 3 | Gemmer Asset Management LLC | 227 | 15,000 | 3.40% | ||
| 4 | Genesis Wealth Advisors, LLC | 100 | 6,437 | 1.46% | ||
| 5 | Karp Capital Management Corp | 80 | 5,000 | 1.13% |
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.
