| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 25,000 | 539,000 | 86.10% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 4,050 | 87,000 | 13.90% |
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.
