| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 890 | 21,000 | 0.96% | ||
| 2 | WESTPORT RESOURCES MANAGEMENT INC | 900 | 22,000 | 1.01% | ||
| 3 | KELLY LAWRENCE W & ASSOCIATES INC/CA | 2,000 | 48,000 | 2.21% | ||
| 4 | Genesis Wealth Advisors, LLC | 3,000 | 72,390 | 3.33% | ||
| 5 | Curi Capital, LLC | 8,490 | 205,000 | 9.42% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 9,101 | 220,000 | 10.11% | ||
| 7 | MID CONTINENT CAPITAL LLC/IL | 65,800 | 1,588,000 | 72.96% |
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.