| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 126,728 | 874,000 | 86.11% | ||
| 2 | INSPIRION WEALTH ADVISORS, LLC | 13,550 | 93,000 | 9.16% | ||
| 3 | WFG Advisors, LP | 7,000 | 48,000 | 4.73% | ||
| 4 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
