| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HighPoint Advisor Group LLC | 5,138 | 238,000 | 68.79% | ||
| 2 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 2,013 | 96,000 | 27.75% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 250 | 12,000 | 3.47% |
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.
