| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cetera Advisor Networks LLC | 34,711 | 510,000 | 66.93% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 13,000 | 192,000 | 25.20% | ||
| 3 | Plante Moran Financial Advisors, LLC | 4,058 | 60,000 | 7.87% |
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.
