| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 20,822 | 891,580 | 74.64% | ||
| 2 | Private Capital Advisors, Inc. | 6,886 | 295,000 | 24.69% | ||
| 3 | MOTCO | 197 | 8,000 | 0.67% |
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.
