| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BREAKEFIELD BROENNIMAN LLC | 53,264 | 2,345,000 | 88.52% | ||
| 2 | MYCIO WEALTH PARTNERS, LLC | 6,900 | 304,000 | 11.48% |
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.