| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BUSH ODONNELL INVESTMENT ADVISORS INC | 17,727 | 377,000 | 61.40% | ||
| 2 | Jacobus Wealth Management, Inc. | 11,141 | 237,000 | 38.60% | ||
| 3 | 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.
