| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 20,715 | 1,009,000 | 44.35% | ||
| 2 | Friedenthal Financial | 11,483 | 559,000 | 24.57% | ||
| 3 | Truepoint, Inc. | 10,062 | 493,000 | 21.67% | ||
| 4 | STALEY CAPITAL ADVISERS INC | 4,400 | 214,000 | 9.41% |
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.
