| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CPWM, LLC | 43,955 | 1,565,000 | 52.68% | ||
| 2 | Chicago Partners Investment Group LLC | 77,198 | 1,406,000 | 47.32% |
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.