| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Exchange Capital Management, Inc. | 150,000 | 3,000 | 60.00% | ||
| 2 | AMERIPRISE FINANCIAL INC | 40,500 | 1,000 | 20.00% | ||
| 3 | BAHL & GAYNOR INC | 27,500 | 1,000 | 20.00% | ||
| 4 | STEEL GROVE CAPITAL ADVISORS, LLC | 17,970 | 0 | 0.00% | ||
| 5 | 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.
