| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 74,934 | 1,807,000 | 98.52% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 1,128 | 27,207 | 1.48% |
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.
