| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Perigon Wealth Management, LLC | 141,864 | 1,545,000 | 50.71% | ||
| 2 | CT Financial Advisors LLC | 96,389 | 1,070,878 | 35.15% | ||
| 3 | Bank OZK | 20,560 | 228,000 | 7.48% | ||
| 4 | Freedom Investment Management, Inc. | 18,036 | 200,000 | 6.56% | ||
| 5 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 258 | 3,000 | 0.10% |
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.
