| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 10,912 | 66,000 | 94.29% | SH | |
| 2 | Vantage Investment Advisors, LLC | 526 | 3,000 | 4.29% | ||
| 3 | Winch Advisory Services, LLC | 108 | 1,000 | 1.43% |
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.
