| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 98,110 | 2,646,000 | 67.59% | ||
| 2 | Freedom Investment Management, Inc. | 32,739 | 883,000 | 22.55% | ||
| 3 | HighPoint Advisor Group LLC | 13,660 | 380,000 | 9.71% | ||
| 4 | Vantage Investment Advisors, LLC | 217 | 6,000 | 0.15% |
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.
