| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22,110 | 271,000 | 92.49% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,734 | 22,000 | 7.51% |
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.
