| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 202,815 | 11,270,000 | 76.32% | ||
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | 48,993 | 2,723,000 | 18.44% | ||
| 3 | Mariner Wealth Advisors-Cincinnati, LLC | 8,932 | 496,000 | 3.36% | ||
| 4 | FRONTIER INVESTMENT MGMT CO | 5,000 | 278,000 | 1.88% | Call |
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.
