| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JMG Financial Group, Ltd. | 104,754 | 5,713,000 | 71.03% | ||
| 2 | IRON Financial LLC | 36,311 | 1,980,000 | 24.62% | ||
| 3 | Sigma Investment Management Co | 6,419 | 350,000 | 4.35% |
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.
