| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 219,999 | 14,000 | 62.08% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 49,780 | 3,000 | 13.30% | ||
| 3 | SEVENBRIDGE FINANCIAL GROUP, LLC | 75,000 | 2,000 | 8.87% | ||
| 4 | FRONTIER INVESTMENT MGMT CO | 20,000 | 1,000 | 4.43% | ||
| 5 | Stonebridge Capital Advisors LLC | 10,000 | 1,000 | 4.43% | ||
| 6 | DARWIN WEALTH MANAGEMENT, LLC | 13,093 | 1,000 | 4.43% | ||
| 7 | MassMutual Private Wealth & Trust, FSB | 8,400 | 553 | 2.45% |
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.
