| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STEEL GROVE CAPITAL ADVISORS, LLC | 35,940 | 2,000 | 28.57% | ||
| 2 | Destination Wealth Management | 15,000 | 1,000 | 14.29% | ||
| 3 | BAHL & GAYNOR INC | 15,000 | 1,000 | 14.29% | ||
| 4 | Edge Wealth Management LLC | 16,000 | 1,000 | 14.29% | ||
| 5 | OPTIMUM INVESTMENT ADVISORS | 20,000 | 1,000 | 14.29% | ||
| 6 | CONCORD ASSET MANAGEMENT LLC | 25,000 | 1,000 | 14.29% | ||
| 7 | Joel Isaacson & Co., LLC | 5,000 | 0 | 0.00% | ||
| 8 | BLAIR WILLIAM & CO/IL | 10,000 | 0 | 0.00% | ||
| 9 | American Research & Management Co. | 5,000 | 0 | 0.00% | ||
| 10 | AMERIPRISE FINANCIAL INC | 1,000 | 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.
