| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 20,743 | 671,000 | 42.79% | ||
| 2 | HighPoint Advisor Group LLC | 17,720 | 589,000 | 37.56% | ||
| 3 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 9,028 | 292,000 | 18.62% | ||
| 4 | Vantage Investment Advisors, LLC | 483 | 16,000 | 1.02% |
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.
