| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 202,815 | 8,378,000 | 77.99% | ||
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | 52,221 | 2,157,000 | 20.08% | ||
| 3 | FRONTIER INVESTMENT MGMT CO | 5,000 | 207,000 | 1.93% | 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.
