| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Point View Wealth Management, Inc. | 32,925 | 1,269,000 | 97.32% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890 | 35,000 | 2.68% |
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.