| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MYCIO WEALTH PARTNERS, LLC | 6,000 | 270,000 | 10.25% | ||
| 2 | FULTON BREAKEFIELD BROENNIMAN LLC | 52,481 | 2,363,000 | 89.75% |
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.