| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Somerset Group LLC | 260,263 | 37,000 | 97.37% | ||
| 2 | Douglas C. Lane & Associates, Inc. | 10,000 | 1,000 | 2.63% |
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.