| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OUTFITTER ADVISORS, LTD. | 7,094 | 370,000 | 22.26% | ||
| 2 | LATHROP INVESTMENT MANAGEMENT CO | 6,708 | 350,000 | 21.06% | ||
| 3 | M&R CAPITAL MANAGEMENT INC | 6,358 | 331,000 | 19.92% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 4,638 | 242,000 | 14.56% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 3,918 | 204,000 | 12.28% | ||
| 6 | CT Financial Advisors LLC | 1,878 | 97,878 | 5.89% | ||
| 7 | Ledyard National Bank | 1,288 | 67,000 | 4.03% |
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.
