| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SEVENBRIDGE FINANCIAL GROUP, LLC | 49,000 | 52,000 | 90.69% | ||
| 2 | SONORA INVESTMENT MANAGEMENT, LLC | 5,000 | 5,337 | 9.31% |
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.