| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Marquette Asset Management, LLC | 50,873 | 5,865,000 | 93.78% | ||
| 2 | Boston Standard Wealth Management, LLC | 3,374 | 389,000 | 6.22% |
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.
