| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRUST CO OF TOLEDO NA /OH/ | 923,907 | 13,230,000 | 98.74% | ||
| 2 | Kovack Advisors, Inc. | 11,012 | 158,000 | 1.18% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 709 | 10,147 | 0.08% |
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.