| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Carroll Financial Associates, Inc. | 0 | 0 | 0.00% | ||
| 2 | Capital Advisors, Ltd. LLC | 0 | 0 | 0.00% | ||
| 3 | NEXT Financial Group, Inc | 0 | 0 | 0.00% | ||
| 4 | Parasol Investment Management, LLC | 10,055 | 259,000 | 37.11% | ||
| 5 | Ledyard National Bank | 17,000 | 439,000 | 62.89% |
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.
