| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 97,044 | 2,855,000 | 74.31% | ||
| 2 | Freedom Investment Management, Inc. | 21,195 | 624,000 | 16.24% | ||
| 3 | HighPoint Advisor Group LLC | 12,616 | 357,000 | 9.29% | ||
| 4 | Vantage Investment Advisors, LLC | 217 | 6,000 | 0.16% |
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.
