| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUESTEIN R H & CO LLC | 15,000 | 342,000 | 36.73% | ||
| 2 | Ascent Wealth Partners, LLC | 25,832 | 589,000 | 63.27% |
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.
