| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Legacy Private Trust Co. | 413,722 | 7,095,000 | 99.94% | ||
| 2 | Gemmer Asset Management LLC | 163 | 3,000 | 0.04% | ||
| 3 | Archford Capital Strategies, LLC | 30 | 1,000 | 0.01% |
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.