| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | New England Investment & Retirement Group, Inc. | 95,260 | 2,405,000 | 90.96% | ||
| 2 | WEALTHSOURCE PARTNERS, LLC | 9,465 | 239,000 | 9.04% |
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.