| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ProVise Management Group, LLC | 6,680 | 330,000 | 77.51% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,730 | 85,000 | 19.96% | ||
| 3 | Patten Group, Inc. | 218 | 10,773 | 2.53% |
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.
