| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Investors Capital Advisory Services | 229,000 | 219,000 | 81.10% | ||
| 2 | HighTower Advisors, LLC | 28,000 | 27,000 | 10.00% | PRN | |
| 3 | Wellesley Asset Management | 24,969 | 24,046 | 8.90% | PRN |
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.
