| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMG National Trust Bank | 28,170 | 34,000 | 52.31% | ||
| 2 | LaFleur & Godfrey LLC | 15,000 | 18,000 | 27.69% | ||
| 3 | AMERIPRISE FINANCIAL INC | 10,600 | 13,000 | 20.00% |
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.
