| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 10,251 | 378,000 | 86.50% | ||
| 2 | America First Investment Advisors, LLC | 804 | 30,000 | 6.86% | ||
| 3 | Vantage Investment Advisors, LLC | 562 | 21,000 | 4.81% | ||
| 4 | TCI Wealth Advisors, Inc. | 125 | 5,000 | 1.14% | ||
| 5 | Capital Directions Investment Advisors, LLC | 75 | 3,000 | 0.69% | ||
| 6 | PRENTISS SMITH & CO INC | 6 | 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.
