| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Leonetti & Associates, LLC | 182,110 | 8,089,000 | 72.20% | ||
| 2 | Ascent Wealth Partners, LLC | 57,740 | 2,565,000 | 22.90% | ||
| 3 | Belmont Global Advisors, Inc. | 12,350 | 549,000 | 4.90% |
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.
