| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Progressive Investment Management Corp | 3,836 | 66,000 | 97.06% | ||
| 2 | Lenox Wealth Advisors, LLC | 128 | 2,000 | 2.94% |
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.
