| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STONEBRIDGE CAPITAL MANAGEMENT INC | 11,420 | 108,000 | 95.69% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 515 | 4,868 | 4.31% |
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.
