| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | D. SCOTT NEAL, INC. | 101,775 | 4,290,000 | 85.90% | ||
| 2 | Select Asset Management & Trust | 16,500 | 695,000 | 13.92% | ||
| 3 | Vantage Investment Advisors, LLC | 208 | 9,000 | 0.18% |
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.
