| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FAS Wealth Partners, Inc. | 83,675 | 412,000 | 68.21% | ||
| 2 | ROYAL BANK OF CANADA | 26,290 | 129,000 | 21.36% | ||
| 3 | Stratos Wealth Partners, LTD. | 12,000 | 59,000 | 9.77% | ||
| 4 | WELLS FARGO & COMPANY/MN | 525 | 3,000 | 0.50% | ||
| 5 | Ground Swell Capital, LLC | 300 | 1,000 | 0.17% |
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.
