| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Somerset Group LLC | 14,487 | 588,000 | 59.15% | ||
| 2 | Freedom Investment Management, Inc. | 10,009 | 406,000 | 40.85% |
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.