| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Caprock Group, LLC | 15,724 | 356,000 | 86.20% | ||
| 2 | Evercore Wealth Management, LLC | 2,500 | 57,000 | 13.80% |
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.
