| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Leonetti & Associates, LLC | 84,500 | 8,538,000 | 57.88% | ||
| 2 | Ascent Wealth Partners, LLC | 27,860 | 2,815,000 | 19.08% | ||
| 3 | AVALON CAPITAL MANAGEMENT | 26,657 | 2,693,000 | 18.26% | ||
| 4 | Belmont Global Advisors, Inc. | 6,975 | 705,000 | 4.78% |
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.
