| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cetera Advisors LLC | 77,670 | 3,324,000 | 93.69% | ||
| 2 | OARSMAN CAPITAL, INC. | 5,222 | 224,000 | 6.31% |
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.
