| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 10-15 ASSOCIATES, INC. | 37,052 | 324,000 | 54.41% | ||
| 2 | RONALD BLUE & CO LLC | 19,381 | 170,000 | 28.55% | ||
| 3 | B. Riley Wealth Advisors, Inc. | 6,779 | 59,452 | 9.98% | ||
| 4 | CKW FINANCIAL GROUP | 4,800 | 42,000 | 7.05% |
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.
