| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 10,869 | 57,000 | 93.44% | ||
| 2 | IFP ADVISORS, INC | 854 | 4,000 | 6.56% |
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.
