| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 10,000 | 21,000 | 44.68% | ||
| 2 | Callan Capital, LLC | 10,000 | 21,000 | 44.68% | ||
| 3 | Joel Isaacson & Co., LLC | 2,500 | 5,000 | 10.64% |
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.
