| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | 65,054 | 22,000 | 59.46% | ||
| 2 | STEEL GROVE CAPITAL ADVISORS, LLC | 11,120 | 4,000 | 10.81% | ||
| 3 | American Research & Management Co. | 9,500 | 3,000 | 8.11% | ||
| 4 | Personal Capital Advisors Corp | 10,000 | 3,000 | 8.11% | ||
| 5 | INTEGRATED WEALTH MANAGEMENT | 10,000 | 3,000 | 8.11% | ||
| 6 | Joel Isaacson & Co., LLC | 5,000 | 2,000 | 5.41% |
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.
