| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 86,583 | 437,000 | 85.69% | ||
| 2 | Waldron Private Wealth LLC | 11,046 | 55,000 | 10.78% | ||
| 3 | Crosspoint Capital Strategies, LLC | 2,052 | 18,000 | 3.53% |
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.
