| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Point View Wealth Management, Inc. | 69,088 | 526,000 | 94.43% | ||
| 2 | STERLING INVESTMENT ADVISORS, LTD. | 700 | 27,000 | 4.85% | ||
| 3 | American Research & Management Co. | 100 | 4,000 | 0.72% |
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.
