| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewFocus Financial Group, LLC | 7,124 | 138,000 | 95.83% | ||
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 288 | 6,000 | 4.17% |
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.
