| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 219,999 | 4,000 | 65.21% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 49,780 | 1,000 | 16.30% | ||
| 3 | SEVENBRIDGE FINANCIAL GROUP, LLC | 75,000 | 1,000 | 16.30% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 8,400 | 134 | 2.18% | ||
| 5 | FRONTIER INVESTMENT MGMT CO | 20,000 | 0 | 0.00% | ||
| 6 | Stonebridge Capital Advisors LLC | 10,000 | 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.