| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 40,987 | 380,000 | 99.74% | ||
| 2 | Winch Advisory Services, LLC | 108 | 1,000 | 0.26% | ||
| 3 | Vantage Investment Advisors, LLC | 700 | 0 | 0.00% | ||
| 4 | SARGENT BICKHAM LAGUDIS LLC | 18 | 0 | 0.00% |
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.
