| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Filament LLC | 67,319 | 1,853,000 | 97.89% | ||
| 2 | Evercore Wealth Management, LLC | 1,228 | 34,000 | 1.80% | ||
| 3 | Plante Moran Financial Advisors, LLC | 225 | 6,000 | 0.32% |
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.
