| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALLEY WEALTH MANAGERS, INC. | 16,380 | 1,030,000 | 82.73% | ||
| 2 | Partnervest Advisory Services LLC | 3,200 | 201,000 | 16.14% | ||
| 3 | Crosspoint Capital Strategies, LLC | 120 | 7,000 | 0.56% | ||
| 4 | Gemmer Asset Management LLC | 108 | 7,000 | 0.56% |
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.
