| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MERITAGE PORTFOLIO MANAGEMENT | 70,000 | 18,000 | 78.26% | ||
| 2 | Brookstone Capital Management | 20,000 | 5,000 | 21.74% |
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.
