| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 21,433 | 732,000 | 97.99% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 434 | 15,000 | 2.01% |
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.
