| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALLEY WEALTH MANAGERS, INC. | 14,068 | 590,000 | 59.66% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 9,522 | 399,000 | 40.34% |
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.
