| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IFP ADVISORS, INC | 5,700 | 3,000 | 50.00% | ||
| 2 | ASSET DEDICATION, LLC | 4,043 | 2,000 | 33.33% | ||
| 3 | Crosspoint Capital Strategies, LLC | 572 | 1,000 | 16.67% |
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.
