| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capstone Financial Advisors, Inc. | 20,000 | 66,000 | 85.71% | ||
| 2 | SONORA INVESTMENT MANAGEMENT, LLC | 2,350 | 8,000 | 10.39% | ||
| 3 | ASSET DEDICATION, LLC | 792 | 3,000 | 3.90% |
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.
