| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 9,736 | 97,000 | 18.03% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 19,611 | 195,000 | 36.25% | ||
| 3 | Benchmark Capital Advisors | 24,772 | 246,000 | 45.72% |
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.
