| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Chicago Partners Investment Group LLC | 64,804 | 1,166,000 | 50.95% | ||
| 2 | CPWM, LLC | 42,835 | 1,100,000 | 48.06% | ||
| 3 | Genesis Wealth Advisors, LLC | 750 | 22,620 | 0.99% |
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.
