| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMG National Trust Bank | 30,245 | 170,000 | 37.40% | ||
| 2 | CENTRAL TRUST Co | 18,296 | 103,000 | 22.66% | ||
| 3 | WESBANCO BANK INC | 15,957 | 90,000 | 19.80% | ||
| 4 | REGAL WEALTH GROUP, INC. | 6,434 | 36,000 | 7.92% | ||
| 5 | RISK PARADIGM GROUP, LLC | 6,329 | 35,568 | 7.82% | ||
| 6 | Exchange Capital Management, Inc. | 3,483 | 20,000 | 4.40% |
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.
