| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Patten Group, Inc. | 39,455 | 35,142 | 67.40% | ||
| 2 | Cerity Partners OCIO LLC | 27,024 | 17,000 | 32.60% |
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.
