| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pinnacle Holdings, LLC | 30,620 | 342,944 | 37.12% | ||
| 2 | SENTINEL TRUST CO LBA | 21,725 | 243,000 | 26.30% | ||
| 3 | RONALD BLUE & CO LLC | 19,206 | 215,000 | 23.27% | ||
| 4 | GARDNER RUSSO & QUINN LLC | 11,004 | 123,000 | 13.31% |
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.