| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 12,300 | 307,000 | 47.74% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 12,000 | 299,000 | 46.50% | ||
| 3 | Evercore Wealth Management, LLC | 1,471 | 37,000 | 5.75% |
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.
