| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Indiana Trust & Investment Management Co | 7,137 | 210,000 | 84.06% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 568 | 16,724 | 6.69% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 428 | 13,000 | 5.20% | ||
| 4 | CT Financial Advisors LLC | 342 | 10,083 | 4.04% |
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.
