| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 14,300 | 133,000 | 73.89% | ||
| 2 | SARGENT BICKHAM LAGUDIS LLC | 5,000 | 47,000 | 26.11% |
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.