| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 119,985 | 3,662,000 | 94.14% | ||
| 2 | TRADITION CAPITAL MANAGEMENT LLC | 7,478 | 228,000 | 5.86% |
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.
