| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 14,948 | 84,754 | 46.12% | ||
| 2 | WEDGEWOOD INVESTORS INC /PA/ | 10,225 | 58,000 | 31.56% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 7,250 | 41,000 | 22.31% |
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.
