| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 3,000 | 16,509 | 76.75% | ||
| 2 | Joel Isaacson & Co., LLC | 500 | 3,000 | 13.95% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 400 | 2,000 | 9.30% |
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.
