| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 90,000 | 3,000 | 60.00% | ||
| 2 | FULTON BANK, N.A. | 26,000 | 1,000 | 20.00% | ||
| 3 | REGAL WEALTH GROUP, INC. | 35,000 | 1,000 | 20.00% | ||
| 4 | Joel Isaacson & Co., LLC | 5,000 | 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.