| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 1,374 | 35,000 | 81.40% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 267 | 7,000 | 16.28% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 51 | 1,000 | 2.33% |
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.
