| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HEFTY WEALTH PARTNERS | 86,504 | 2,095,000 | 62.30% | ||
| 2 | SMITH HAYES Advisers, Inc | 33,415 | 809,000 | 24.06% | ||
| 3 | CPWM, LLC | 17,000 | 412,000 | 12.25% | ||
| 4 | AllSquare Wealth Management LLC | 1,950 | 47,000 | 1.40% |
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.
