| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARSHWINDS ADVISORY CO | 21,183 | 730,000 | 75.96% | ||
| 2 | Glassman Wealth Services | 6,698 | 231,000 | 24.04% |
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.
