| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOMANI WEALTH, LLC | 310 | 18,977,000 | 99.92% | ||
| 2 | WESTPORT RESOURCES MANAGEMENT INC | 1,000 | 16,000 | 0.08% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 50 | 0 | 0.00% |
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.