| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 20,900 | 167,000 | 89.30% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,475 | 20,000 | 10.70% |
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.
