| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 112,134 | 1,279,000 | 94.81% | ||
| 2 | VERSANT CAPITAL MANAGEMENT, INC | 5,473 | 62,000 | 4.60% | ||
| 3 | ANCHOR INVESTMENT MANAGEMENT, LLC | 700 | 7,987 | 0.59% |
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.
