| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 79,688 | 889,000 | 92.89% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 6,122 | 68,000 | 7.11% |
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.
