| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 55,575 | 1,667,000 | 85.80% | ||
| 2 | Belmont Global Advisors, Inc. | 9,000 | 270,000 | 13.90% | ||
| 3 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 200 | 6,000 | 0.31% |
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.
