| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Fragasso Financial Advisors Inc | 54,495 | 362,000 | 77.68% | ||
| 2 | FIRST AMERICAN TRUST, FSB | 13,390 | 57,000 | 12.23% | ||
| 3 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 7,071 | 47,000 | 10.09% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 3,149 | 0 | 0.00% |
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.
