| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STEEL GROVE CAPITAL ADVISORS, LLC | 10,277 | 513,000 | 88.60% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,230 | 62,000 | 10.71% | ||
| 3 | Vantage Investment Advisors, LLC | 83 | 4,000 | 0.69% |
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.
