| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewSquare Capital LLC | 3,235 | 155,000 | 45.32% | ||
| 2 | UBS AG | 2,142 | 102,000 | 29.82% | ||
| 3 | Camarda Financial Advisors, LLC | 1,665 | 80,000 | 23.39% | ||
| 4 | ROYAL BANK OF CANADA | 115 | 5,000 | 1.46% |
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.
