| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lenox Wealth Management, Inc. | 30,000 | 3,000 | 60.00% | ||
| 2 | SPINNAKER TRUST | 10,000 | 1,000 | 20.00% | ||
| 3 | Stonebridge Capital Advisors LLC | 10,000 | 1,000 | 20.00% | ||
| 4 | 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.
