| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Legacy Wealth Management, Inc | 667,372 | 38,574,000 | 99.20% | ||
| 2 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 5,357 | 310,000 | 0.80% |
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.
