| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6,936 | 238,000 | 89.22% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 839 | 28,742 | 10.78% |
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.
