| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HEFTY WEALTH PARTNERS | 65,967 | 1,608,000 | 99.75% | ||
| 2 | MOSAIC FAMILY WEALTH, LLC | 205 | 4,000 | 0.25% |
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.
