| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Narwhal Capital Management | 145,080 | 1,860,000 | 72.29% | ||
| 2 | OARSMAN CAPITAL, INC. | 41,731 | 535,000 | 20.79% | ||
| 3 | Cetera Advisor Networks LLC | 13,867 | 178,000 | 6.92% |
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.
