| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Belmont Global Advisors, Inc. | 3,175 | 313,000 | 2.55% | ||
| 2 | Ascent Wealth Partners, LLC | 28,685 | 2,830,000 | 23.06% | ||
| 3 | Leonetti & Associates, LLC | 92,555 | 9,131,000 | 74.39% |
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.
