| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | 105,054 | 39,000 | 78.00% | ||
| 2 | STEEL GROVE CAPITAL ADVISORS, LLC | 11,120 | 4,000 | 8.00% | ||
| 3 | American Research & Management Co. | 9,500 | 4,000 | 8.00% | ||
| 4 | Joel Isaacson & Co., LLC | 5,000 | 2,000 | 4.00% | ||
| 5 | PINKERTON WEALTH, LLC | 4,000 | 1,000 | 2.00% |
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.
