| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MID CONTINENT CAPITAL LLC/IL | 627,733 | 16,290,000 | 89.10% | ||
| 2 | COBIZ WEALTH, LLC | 47,431 | 1,231,000 | 6.73% | ||
| 3 | King Wealth Management Group | 29,326 | 761,000 | 4.16% |
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.
