| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HEFTY WEALTH PARTNERS | 74,535 | 1,786,000 | 85.54% | ||
| 2 | Yellowstone Partners, LLC | 12,597 | 302,000 | 14.46% |
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.
