| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Camelot Portfolios, LLC | 677,249 | 3,088,000 | 55.99% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 462,190 | 2,108,000 | 38.22% | ||
| 3 | Belmont Global Advisors, Inc. | 70,000 | 319,000 | 5.78% |
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.
