| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 21,825 | 716,000 | 74.43% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 7,513 | 246,000 | 25.57% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 0 | 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.
