| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BEACON FINANCIAL GROUP | 27,980 | 280,000 | 66.67% | ||
| 2 | HighPoint Advisor Group LLC | 16,864 | 140,000 | 33.33% |
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.
