| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Fragasso Financial Advisors Inc | 54,495 | 362,000 | 85.18% | ||
| 2 | FIRST AMERICAN TRUST, FSB | 13,256 | 63,000 | 14.82% |
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.