| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOMANI WEALTH, LLC | 1,079 | 30,972,000 | 96.41% | ||
| 2 | DOLIVER ADVISORS, LP | 20,651 | 720,000 | 2.24% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 12,447 | 434,000 | 1.35% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 0 | 0.00% | ||
| 5 | Winch Advisory Services, LLC | 13 | 0 | 0.00% |
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.
