| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Towercrest Capital Management | 35,170 | 1,668,000 | 45.17% | ||
| 2 | Freedom Investment Management, Inc. | 19,877 | 943,000 | 25.53% | ||
| 3 | Friedenthal Financial | 11,273 | 535,000 | 14.49% | ||
| 4 | ALTFEST L J & CO INC | 7,135 | 338,000 | 9.15% | ||
| 5 | STALEY CAPITAL ADVISERS INC | 4,400 | 209,000 | 5.66% |
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.
