| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Guild Investment Management, Inc. | 150,630 | 4,206,000 | 75.34% | ||
| 2 | Belmont Global Advisors, Inc. | 20,000 | 558,000 | 9.99% | ||
| 3 | RONALD BLUE & CO LLC | 17,862 | 499,000 | 8.94% | ||
| 4 | Veritable, L.P. | 10,995 | 307,000 | 5.50% | ||
| 5 | KINGS POINT CAPITAL MANAGEMENT | 450 | 13,000 | 0.23% |
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.
