| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Focused Wealth Management, Inc | 67,053 | 772,000 | 15.64% | ||
| 2 | Capital Investment Advisors, LLC | 361,871 | 4,165,000 | 84.36% |
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.
