| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BEACON FINANCIAL GROUP | 24,530 | 244,000 | 47.84% | ||
| 2 | HighPoint Advisor Group LLC | 13,912 | 136,000 | 26.67% | ||
| 3 | Yorktown Management & Research Co Inc | 13,000 | 130,000 | 25.49% |
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.
