| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 680 | 84,000 | 2.01% | ||
| 2 | Financial Management Professionals, Inc. | 33,065 | 4,099,000 | 97.99% |
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.
