| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | 20,000 | 1,000 | 100.00% | ||
| 2 | HUNTINGTON NATIONAL BANK | 1,000 | 0 | 0.00% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 6,000 | 0 | 0.00% | ||
| 4 | Lenox Wealth Management, Inc. | 8,555 | 0 | 0.00% |
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.
