| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Stanford Investment Group, Inc. | 1,679 | 213,000 | 99.53% | ||
| 2 | MOSAIC FAMILY WEALTH, LLC | 12 | 1,000 | 0.47% |
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.
