| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MAI Capital Management | 32,000 | 45,000 | 37.19% | ||
| 2 | AMG National Trust Bank | 28,170 | 40,000 | 33.06% | ||
| 3 | LaFleur & Godfrey LLC | 15,000 | 21,000 | 17.36% | ||
| 4 | AMERIPRISE FINANCIAL INC | 10,600 | 15,000 | 12.40% |
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.
