| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 515 | 33,000 | 91.67% | ||
| 2 | Plante Moran Financial Advisors, LLC | 40 | 3,000 | 8.33% |
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.
