| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HighPoint Advisor Group LLC | 16,691 | 182,000 | 38.48% | ||
| 2 | BEACON FINANCIAL GROUP | 26,807 | 291,000 | 61.52% |
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.
