| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Genesis Wealth Advisors, LLC | 6,966 | 170,736 | 87.68% | ||
| 2 | Apriem Advisors | 1,000 | 24,000 | 12.32% |
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.
