| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Family Firm, Inc. | 246,667 | 1,233,000 | 95.95% | ||
| 2 | TCI Wealth Advisors, Inc. | 10,150 | 51,000 | 3.97% | ||
| 3 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 270 | 1,000 | 0.08% |
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.
