| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Camelot Portfolios, LLC | 27,525 | 57,000 | 95.00% | ||
| 2 | Carroll Financial Associates, Inc. | 1,700 | 3,000 | 5.00% | ||
| 3 | B. Riley Wealth Management, Inc. | 328 | 0 | 0.00% |
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.
