| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Willingdon Wealth Management | 21,184 | 1,442,000 | 82.70% | ||
| 2 | Advisors Preferred, LLC | 2,403 | 163,548 | 9.38% | ||
| 3 | GROUP ONE TRADING LLC | 2,009 | 137,000 | 7.86% | ||
| 4 | Gemmer Asset Management LLC | 12 | 1,000 | 0.06% |
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.
