| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTHSTAR INVESTMENT ADVISORS LLC | 15,000 | 368,000 | 55.17% | ||
| 2 | PRIVATE TRUST CO NA | 9,400 | 230,000 | 34.48% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 2,800 | 69,000 | 10.34% |
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.
