| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FRONTIER INVESTMENT MGMT CO | 18,098 | 102,000 | 36.07% | ||
| 2 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,156 | 97,000 | 34.30% | ||
| 3 | JFS WEALTH ADVISORS, LLC | 11,973 | 68,000 | 24.04% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 4,868 | 13,815 | 4.88% | ||
| 5 | Crosspoint Capital Strategies, LLC | 229 | 2,000 | 0.71% |
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.
