| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Patten Group, Inc. | 39,455 | 16,002 | 61.54% | ||
| 2 | Cerity Partners OCIO LLC | 27,024 | 10,000 | 38.46% |
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.
