| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CrestPoint Capital Management, LLC | 5,400 | 208,000 | 42.80% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 7,228 | 278,000 | 57.20% |
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.
