| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 265 | 5,000 | 1.70% | ||
| 2 | MONROE BANK & TRUST/MI | 524 | 9,000 | 3.07% | ||
| 3 | CT Financial Advisors LLC | 3,680 | 62,514 | 21.30% | ||
| 4 | MARSHWINDS ADVISORY CO | 12,784 | 217,000 | 73.93% |
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.
