| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HighPoint Advisor Group LLC | 6,881 | 608,000 | 89.28% | ||
| 2 | ACROSPIRE INVESTMENT MANAGEMENT LLC | 786 | 73,000 | 10.72% |
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.