| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Maryland Capital Management | 11,482 | 111,000 | 86.15% | ||
| 2 | CT Financial Advisors LLC | 1,838 | 17,847 | 13.85% |
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.