| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | L. Roy Papp & Associates, LLP | 194,614 | 15,515,000 | 96.61% | ||
| 2 | Cetera Advisor Networks LLC | 6,838 | 545,000 | 3.39% |
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.