| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 11,546 | 74,000 | 93.67% | ||
| 2 | Vantage Investment Advisors, LLC | 526 | 3,000 | 3.80% | ||
| 3 | Vigilant Capital Management, LLC | 141 | 1,000 | 1.27% | ||
| 4 | Winch Advisory Services, LLC | 108 | 1,000 | 1.27% |
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.
