| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Narwhal Capital Management | 142,621 | 1,967,000 | 70.28% | ||
| 2 | OARSMAN CAPITAL, INC. | 41,880 | 578,000 | 20.65% | ||
| 3 | Cetera Advisor Networks LLC | 18,305 | 254,000 | 9.07% |
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.
