| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EMERALD ADVISERS, LLC | 62,200 | 1,034,000 | 77.30% | ||
| 2 | SVB WEALTH LLC | 18,000 | 299,000 | 22.35% | ||
| 3 | CT Financial Advisors LLC | 280 | 4,654 | 0.35% |
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.
