| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Trust Asset Management LLC | 19,009 | 412,000 | 26.14% | ||
| 2 | Barnett & Company, Inc. | 18,450 | 400,000 | 25.38% | ||
| 3 | Point View Wealth Management, Inc. | 17,471 | 379,000 | 24.05% | ||
| 4 | AMERIPRISE FINANCIAL INC | 14,250 | 309,000 | 19.61% | ||
| 5 | Highlander Capital Management, LLC | 3,500 | 76,000 | 4.82% |
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.
