| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOLIVER ADVISORS, LP | 24,792 | 353,000 | 99.16% | ||
| 2 | JNBA Financial Advisors | 129 | 2,000 | 0.56% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 86 | 1,000 | 0.28% |
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.