| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 376 | 10,772 | 41.80% | ||
| 2 | Gemmer Asset Management LLC | 249 | 10,000 | 38.80% | ||
| 3 | SARGENT BICKHAM LAGUDIS LLC | 175 | 5,000 | 19.40% |
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.
