| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 24,499 | 297,000 | 94.89% | ||
| 2 | MOTCO | 1,318 | 16,000 | 5.11% |
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.