| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 42,600 | 1,724,000 | 68.71% | ||
| 2 | WESTPORT RESOURCES MANAGEMENT INC | 11,525 | 450,000 | 17.94% | ||
| 3 | Destination Wealth Management | 8,270 | 335,000 | 13.35% |
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.
