| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TAYLOR WEALTH MANAGEMENT PARTNERS | 1,570,000 | 323,000 | 54.84% | ||
| 2 | KIRR MARBACH & CO LLC /IN/ | 1,271,500 | 262,000 | 44.48% | ||
| 3 | Sageworth Trust Co | 20,000 | 4,000 | 0.68% |
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.
