| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 236,000 | 25,311,000 | 92.68% | ||
| 2 | Pinnacle Holdings, LLC | 1,872,000 | 1,998,547 | 7.32% | PRN |
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.
