| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crosspoint Capital Strategies, LLC | 90,320 | 2,000 | 100.00% | ||
| 2 | BAHL & GAYNOR INC | 27,500 | 0 | 0.00% | ||
| 3 | STEEL GROVE CAPITAL ADVISORS, LLC | 17,970 | 0 | 0.00% | ||
| 4 | SONORA INVESTMENT MANAGEMENT, LLC | 6,600 | 0 | 0.00% | ||
| 5 | Lenox Wealth Management, Inc. | 750 | 0 | 0.00% | ||
| 6 | Joel Isaacson & Co., LLC | 5,000 | 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.
