| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 157,497 | 8,557,000 | 87.72% | ||
| 2 | CT Financial Advisors LLC | 14,163 | 769,493 | 7.89% | ||
| 3 | Private Capital Advisors, Inc. | 7,874 | 428,000 | 4.39% |
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.
