| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Narwhal Capital Management | 144,659 | 1,782,000 | 73.58% | ||
| 2 | OARSMAN CAPITAL, INC. | 38,070 | 469,000 | 19.36% | ||
| 3 | Cetera Advisor Networks LLC | 13,867 | 171,000 | 7.06% |
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.
