| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GENEOS WEALTH MANAGEMENT INC. | 64,463 | 1,506,000 | 93.71% | ||
| 2 | SARGENT BICKHAM LAGUDIS LLC | 4,319 | 101,000 | 6.29% |
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.
