| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 6,215 | 451,000 | 60.86% | ||
| 2 | NOVARE CAPITAL MANAGEMENT LLC | 4,000 | 290,000 | 39.14% |
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.
