| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 2,503 | 157,800 | 13.14% | ||
| 2 | TRUST CO OF TOLEDO NA /OH/ | 4,097 | 258,000 | 21.48% | ||
| 3 | TOWER BRIDGE ADVISORS | 4,160 | 262,279 | 21.84% | ||
| 4 | Adams Asset Advisors, LLC | 8,304 | 523,000 | 43.54% |
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.
