| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | 11,040 | 337,000 | 73.38% | ||
| 2 | SONORA INVESTMENT MANAGEMENT, LLC | 4,000 | 122,280 | 26.62% |
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.