| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COLONY GROUP LLC | 56,243 | 2,263,000 | 99.08% | ||
| 2 | PINKERTON WEALTH, LLC | 515 | 21,000 | 0.92% |
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.
