| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hollow Brook Wealth Management LLC | 255,765 | 7,118,000 | 88.23% | ||
| 2 | Constellation Wealth Advisors, LLC | 34,150 | 950,000 | 11.77% |
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.