| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Merriman Wealth Management, LLC | 199,726 | 5,848,000 | 85.72% | ||
| 2 | KEELEY ASSET MANAGEMENT CORP | 33,279 | 974,000 | 14.28% |
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.
