| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BUSH ODONNELL INVESTMENT ADVISORS INC | 17,727 | 207,000 | 60.70% | ||
| 2 | Jacobus Wealth Management, Inc. | 11,141 | 130,000 | 38.12% | ||
| 3 | HUNTINGTON NATIONAL BANK | 625 | 4,000 | 1.17% | ||
| 4 | Focused Wealth Management, Inc | 1 | 0 | 0.00% |
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.
