| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BEACON FINANCIAL GROUP | 27,133 | 340,000 | 47.62% | ||
| 2 | HighPoint Advisor Group LLC | 15,768 | 208,000 | 29.13% | ||
| 3 | Yorktown Management & Research Co Inc | 13,000 | 166,000 | 23.25% |
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.
