| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 1,045,000 | 8,000 | 88.89% | ||
| 2 | BAHL & GAYNOR INC | 105,000 | 1,000 | 11.11% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 20,000 | 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.
