| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hollow Brook Wealth Management LLC | 366,667 | 9,460,000 | 85.60% | ||
| 2 | JWEST, LLC | 49,580 | 1,312,000 | 11.87% | ||
| 3 | Constellation Wealth Advisors, LLC | 10,820 | 279,000 | 2.52% |
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.