| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SARGENT BICKHAM LAGUDIS LLC | 39,249 | 869,000 | 99.63% | ||
| 2 | SUTTON WEALTH ADVISORS INC. | 146 | 3,234 | 0.37% |
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.