| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 77,125 | 636,000 | 95.78% | ||
| 2 | Vantage Investment Advisors, LLC | 2,598 | 21,000 | 3.16% | ||
| 3 | Vigilant Capital Management, LLC | 850 | 7,000 | 1.05% |
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.