| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Patten Group, Inc. | 1,255 | 27,048 | 98.81% | ||
| 2 | CT Financial Advisors LLC | 23 | 326 | 1.19% |
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.