| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 2,192 | 74,597 | 58.92% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 1,009 | 34,000 | 26.86% | ||
| 3 | MONROE BANK & TRUST/MI | 524 | 18,000 | 14.22% |
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.
