| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Joel Isaacson & Co., LLC | 67 | 2,000 | 0.12% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 200 | 5,000 | 0.30% | ||
| 3 | Highlander Capital Management, LLC | 600 | 15,000 | 0.89% | ||
| 4 | Altavista Wealth Management, Inc. | 18,877 | 479,000 | 28.33% | ||
| 5 | PRIVATE TRUST CO NA | 19,295 | 489,000 | 28.92% | ||
| 6 | Edge Wealth Management LLC | 27,615 | 701,000 | 41.45% |
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.
