| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Montecito Bank & Trust | 4,000 | 339,000 | 73.96% | SH | |
| 2 | Nelson Capital Management, LLC | 1,000 | 85,000 | 18.55% | ||
| 3 | Advisors Preferred, LLC | 275 | 23,331 | 5.09% | ||
| 4 | Gemmer Asset Management LLC | 130 | 11,000 | 2.40% |
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.
