| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 14,302 | 208,000 | 60.86% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 5,019 | 73,000 | 21.36% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 4,179 | 60,760 | 17.78% |
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.
