| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EFG Private Wealth Management (Americas) Corp. | 250 | 9,000 | 64.29% | ||
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 125 | 5,000 | 35.71% |
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.
