| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 5,046 | 330,000 | 55.74% | ||
| 2 | NOVARE CAPITAL MANAGEMENT LLC | 4,000 | 262,000 | 44.26% |
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.
