| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 20,401 | 665,000 | 48.22% | ||
| 2 | HighPoint Advisor Group LLC | 14,959 | 413,000 | 29.95% | ||
| 3 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 8,743 | 285,000 | 20.67% | ||
| 4 | Vantage Investment Advisors, LLC | 483 | 16,000 | 1.16% |
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.
