| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 21,590 | 1,085,000 | 98.08% | ||
| 2 | CT Financial Advisors LLC | 423 | 21,238 | 1.92% |
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.
