| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Advantage, Inc. | 1,100 | 2,393,000 | 44.01% | ||
| 2 | IMA Advisory Services, Inc. | 800 | 1,740,000 | 32.00% | ||
| 3 | American Money Management, LLC | 4 | 870,000 | 16.00% | ||
| 4 | Stellar Capital Management, LLC | 2 | 435,000 | 8.00% |
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.
