| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STRATEGIC WEALTH MANAGEMENT INC | 293,067 | 7,444,000 | 95.60% | ||
| 2 | HOLLOWAY WEALTH MANAGEMENT, LLC | 13,512 | 343,000 | 4.40% | PRN |
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.