| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CUMBERLAND ADVISORS INC | 72,520 | 3,394,000 | 73.45% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 15,000 | 702,000 | 15.19% | ||
| 3 | Orca Investment Management, LLC | 11,221 | 525,000 | 11.36% |
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.