| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SARGENT BICKHAM LAGUDIS LLC | 200 | 2,000 | 88.07% | ||
| 2 | SUTTON WEALTH ADVISORS INC. | 31 | 271 | 11.93% |
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.