| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SONATA CAPITAL GROUP INC | 3,775 | 406,000 | 65.80% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 1,960 | 211,000 | 34.20% |
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.