| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 3,766 | 47,985 | 86.20% | ||
| 2 | LAFFER TENGLER INVESTMENTS, INC. | 602 | 7,681 | 13.80% | PRN |
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.