| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAR HARBOR WEALTH MANAGEMENT | 4,101 | 282,000 | 55.40% | ||
| 2 | Partnervest Advisory Services LLC | 3,200 | 220,000 | 43.22% | ||
| 3 | Gemmer Asset Management LLC | 108 | 7,000 | 1.38% |
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.
