| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 90,000 | 4,000 | 44.44% | ||
| 2 | SEVENBRIDGE FINANCIAL GROUP, LLC | 65,000 | 3,000 | 33.33% | ||
| 3 | FULTON BANK, N.A. | 26,000 | 1,000 | 11.11% | ||
| 4 | Geneva Advisors, LLC | 20,000 | 1,000 | 11.11% | ||
| 5 | Joel Isaacson & Co., LLC | 5,000 | 0 | 0.00% | ||
| 6 | INTEGRATED WEALTH MANAGEMENT | 500 | 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.
