| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 2,215,567 | 12,628,000 | 97.15% | ||
| 2 | TRUST CO OF TOLEDO NA /OH/ | 45,442 | 259,000 | 1.99% | ||
| 3 | Buffington Mohr McNeal | 19,556 | 111,000 | 0.85% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 164 | 933 | 0.01% |
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.
