| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPITAL INSIGHT PARTNERS, LLC | 50,000 | 3,000 | 37.50% | ||
| 2 | Lenox Wealth Management, Inc. | 30,000 | 2,000 | 25.00% | ||
| 3 | SPINNAKER TRUST | 10,000 | 1,000 | 12.50% | ||
| 4 | Stonebridge Capital Advisors LLC | 10,000 | 1,000 | 12.50% | ||
| 5 | Kovack Advisors, Inc. | 11,000 | 1,000 | 12.50% | ||
| 6 | CENTRAL TRUST Co | 9,000 | 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.