| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 26,000 | 55.37% | ||
| 2 | RISK PARADIGM GROUP, LLC | 425 | 10,953 | 23.33% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 400 | 10,000 | 21.30% |
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.
