| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 2,049 | 121,687 | 10.99% | ||
| 2 | TOWER BRIDGE ADVISORS | 4,102 | 243,647 | 22.00% | ||
| 3 | TRUST CO OF TOLEDO NA /OH/ | 4,271 | 254,000 | 22.94% | ||
| 4 | Adams Asset Advisors, LLC | 8,220 | 488,000 | 44.07% |
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.
