| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARALLEL ADVISORS, LLC | 2,400 | 28,000 | 12.17% | ||
| 2 | FUSION FAMILY WEALTH, LLC | 3,000 | 67,000 | 29.13% | SH | |
| 3 | IFP ADVISORS, INC | 11,593 | 135,000 | 58.70% |
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.
