| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 1,108,446 | 18,666,000 | 54.94% | ||
| 2 | FULTON BANK, N.A. | 908,957 | 15,307,000 | 45.06% |
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.