| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Family Firm, Inc. | 231,847 | 5,752,000 | 61.36% | ||
| 2 | Freedom Investment Management, Inc. | 77,338 | 1,919,000 | 20.47% | ||
| 3 | SNS Financial Group, LLC | 68,625 | 1,703,000 | 18.17% |
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.
