| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Orange Investment Advisors, Inc. | 28,667 | 2,156,000 | 98.67% | ||
| 2 | Vigilant Capital Management, LLC | 630 | 28,000 | 1.28% | ||
| 3 | Winch Advisory Services, LLC | 8 | 1,000 | 0.05% |
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.
