| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 202,815 | 6,074,000 | 76.52% | ||
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | 51,881 | 1,554,000 | 19.58% | ||
| 3 | FRONTIER INVESTMENT MGMT CO | 10,000 | 300,000 | 3.78% | Put | |
| 4 | Glassman Wealth Services | 225 | 7,000 | 0.09% | ||
| 5 | Nelson Capital Management, LLC | 116 | 3,000 | 0.04% |
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.
