| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MONETARY MANAGEMENT GROUP INC | 1,175 | 89,000 | 3.32% | ||
| 2 | Curbstone Financial Management Corp | 2,870 | 218,000 | 8.12% | ||
| 3 | Parkside Financial Bank & Trust | 8,799 | 669,000 | 24.93% | ||
| 4 | M&R CAPITAL MANAGEMENT INC | 22,441 | 1,708,000 | 63.64% |
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.