| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Advantage, Inc. | 1,100 | 2,486,000 | 36.67% | ||
| 2 | IMA Advisory Services, Inc. | 800 | 1,808,000 | 26.67% | ||
| 3 | Parkside Financial Bank & Trust | 700 | 1,582,000 | 23.33% | ||
| 4 | TRAIN BABCOCK ADVISORS LLC | 200 | 452,000 | 6.67% | ||
| 5 | Stellar Capital Management, LLC | 2 | 452,000 | 6.67% |
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.
