| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPSTONE ASSET MANAGEMENT CO | 149,417 | 3,758,000 | 92.88% | ||
| 2 | Altavista Wealth Management, Inc. | 8,533 | 215,000 | 5.31% | ||
| 3 | GLENMEDE TRUST CO NA | 1,000 | 25,000 | 0.62% | ||
| 4 | Joel Isaacson & Co., LLC | 578 | 15,000 | 0.37% | ||
| 5 | WESTPORT RESOURCES MANAGEMENT INC | 500 | 13,000 | 0.32% | ||
| 6 | ORRSTOWN FINANCIAL SERVICES INC | 400 | 10,000 | 0.25% | ||
| 7 | MYCIO WEALTH PARTNERS, LLC | 221 | 6,000 | 0.15% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 165 | 4,000 | 0.10% |
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.
