| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BUSH ODONNELL INVESTMENT ADVISORS INC | 17,727 | 465,000 | 61.02% | ||
| 2 | Jacobus Wealth Management, Inc. | 11,141 | 292,000 | 38.32% | ||
| 3 | Cohen Capital Management, Inc. | 200 | 5,000 | 0.66% |
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.
