| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALLEY NATIONAL ADVISERS INC | 1,534 | 125,000 | 73.70% | ||
| 2 | SONORA INVESTMENT MANAGEMENT, LLC | 547 | 44,613 | 26.30% |
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.
