| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | M&R CAPITAL MANAGEMENT INC | 22,770 | 1,298,000 | 71.24% | ||
| 2 | Parkside Financial Bank & Trust | 8,024 | 457,000 | 25.08% | ||
| 3 | MONETARY MANAGEMENT GROUP INC | 1,175 | 67,000 | 3.68% |
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.