| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COLONY GROUP LLC | 4,684 | 30,000 | 7.81% | ||
| 2 | Fragasso Financial Advisors Inc | 54,495 | 354,000 | 92.19% |
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.
