| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 115,007 | 331,000 | 89.70% | ||
| 2 | BLAIR WILLIAM & CO/IL | 12,500 | 36,000 | 9.76% | ||
| 3 | Sterling Capital Management LLC | 13,185 | 2,000 | 0.54% |
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.
