| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Nelson Capital Management, LLC | 235 | 32,000 | 94.86% | ||
| 2 | Genesis Wealth Advisors, LLC | 12 | 1,734 | 5.14% |
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.
