| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RISK PARADIGM GROUP, LLC | 75,000 | 1,725 | 46.31% | ||
| 2 | BAHL & GAYNOR INC | 27,500 | 1,000 | 26.85% | ||
| 3 | PHILADELPHIA TRUST CO | 17,500 | 1,000 | 26.85% | ||
| 4 | STEEL GROVE CAPITAL ADVISORS, LLC | 17,970 | 0 | 0.00% | ||
| 5 | Geneva Advisors, LLC | 20,000 | 0 | 0.00% | ||
| 6 | Lenox Wealth Management, Inc. | 750 | 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.
