| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 110,934 | 1,276,000 | 94.73% | ||
| 2 | VERSANT CAPITAL MANAGEMENT, INC | 5,484 | 63,000 | 4.68% | ||
| 3 | ANCHOR INVESTMENT MANAGEMENT, LLC | 700 | 8,050 | 0.60% |
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.
