| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 8,832 | 1,025,000 | 83.27% | ||
| 2 | CT Financial Advisors LLC | 1,774 | 205,900 | 16.73% |
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.
