| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 1,750 | 42,000 | 53.85% | ||
| 2 | Highlander Capital Management, LLC | 1,500 | 36,000 | 46.15% |
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.