| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cetera Advisors LLC | 85,119 | 3,462,000 | 94.46% | ||
| 2 | OARSMAN CAPITAL, INC. | 4,987 | 203,000 | 5.54% |
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.
