| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windsor Financial Group, LLC | 336,801 | 3,068,000 | 83.59% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 62,900 | 573,000 | 15.61% | ||
| 3 | Clarkston Capital Partners, LLC | 3,215 | 29,289 | 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.
