| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hollow Brook Wealth Management LLC | 676,762 | 6,084,000 | 94.02% | ||
| 2 | Geneva Advisors, LLC | 43,000 | 387,000 | 5.98% |
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.