| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Benchmark Capital Advisors | 10,013 | 106,000 | 31.24% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 8,272 | 87,357 | 25.74% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 8,122 | 86,000 | 25.34% | ||
| 4 | MOTCO | 5,723 | 60,000 | 17.68% |
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.
