| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | M Holdings Securities, Inc. | 50,000 | 4,000 | 80.00% | ||
| 2 | MERITAGE PORTFOLIO MANAGEMENT | 10,500 | 1,000 | 20.00% |
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.
