| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Family Firm, Inc. | 229,640 | 5,741,000 | 76.50% | ||
| 2 | Freedom Investment Management, Inc. | 70,544 | 1,764,000 | 23.50% |
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.