| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Benchmark Capital Advisors | 27,137 | 1,141,000 | 62.45% | ||
| 2 | Willingdon Wealth Management | 10,319 | 434,000 | 23.75% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 5,000 | 210,000 | 11.49% | ||
| 4 | Archford Capital Strategies, LLC | 1,000 | 42,000 | 2.30% |
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.
