| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Vigilant Capital Management, LLC | 902 | 5,000 | 50.00% | ||
| 2 | ASSET DEDICATION, LLC | 739 | 4,000 | 40.00% | ||
| 3 | Parkside Financial Bank & Trust | 275 | 1,000 | 10.00% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 10 | 0 | 0.00% |
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.
