| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OLD MISSION CAPITAL LLC | 58,819 | 1,638,000 | 76.08% | ||
| 2 | Yellowstone Partners, LLC | 9,967 | 278,000 | 12.91% | ||
| 3 | Garde Capital, Inc. | 8,053 | 224,000 | 10.40% | ||
| 4 | MOSAIC FAMILY WEALTH, LLC | 500 | 13,000 | 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.
