| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 19,815 | 950,000 | 43.56% | ||
| 2 | Friedenthal Financial | 11,305 | 542,000 | 24.85% | ||
| 3 | Truepoint, Inc. | 9,983 | 478,000 | 21.92% | ||
| 4 | STALEY CAPITAL ADVISERS INC | 4,400 | 211,000 | 9.67% |
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.
