| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 18,548 | 586,000 | 92.72% | ||
| 2 | America First Investment Advisors, LLC | 804 | 25,000 | 3.96% | ||
| 3 | Vantage Investment Advisors, LLC | 562 | 18,000 | 2.85% | ||
| 4 | Capital Directions Investment Advisors, LLC | 75 | 2,000 | 0.32% | ||
| 5 | PRENTISS SMITH & CO INC | 6 | 1,000 | 0.16% |
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.