| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aquamarine Capital Management, LLC | 320,000 | 1,834,000 | 70.08% | ||
| 2 | Partnervest Advisory Services LLC | 66,221 | 379,000 | 14.48% | ||
| 3 | Concert Wealth Management Inc. | 34,047 | 194,000 | 7.41% | ||
| 4 | HL FINANCIAL SERVICES LLC | 17,200 | 99,000 | 3.78% | ||
| 5 | Janney Montgomery Scott LLC | 12,095 | 69,000 | 2.64% | ||
| 6 | FIDUCIARY GROUP, LLC | 7,400 | 42,000 | 1.60% |
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.
