| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Wealth Planning, LLC | 13,500 | 439,000 | 5.59% | ||
| 2 | Focused Wealth Management, Inc | 227,617 | 7,409,000 | 94.41% |
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.