| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kingfisher Capital LLC | 33,295 | 1,987,000 | 93.07% | ||
| 2 | B. Riley Wealth Advisors, Inc. | 2,263 | 135,064 | 6.33% | ||
| 3 | PIERSHALE FINANCIAL GROUP, INC. | 220 | 13,000 | 0.61% |
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.
