| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 90,000 | 18,000 | 56.25% | ||
| 2 | FULTON BANK, N.A. | 26,000 | 5,000 | 15.62% | ||
| 3 | Capital Wealth Planning, LLC | 19,800 | 4,000 | 12.50% | ||
| 4 | SEVENBRIDGE FINANCIAL GROUP, LLC | 65,000 | 4,000 | 12.50% | ||
| 5 | Winch Advisory Services, LLC | 4,100 | 1,000 | 3.12% |
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.
