| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 21,821 | 446,000 | 67.07% | ||
| 2 | World Asset Management Inc | 10,207 | 209,000 | 31.43% | ||
| 3 | SEI INVESTMENTS CO | 498 | 10,000 | 1.50% | ||
| 4 | Plante Moran Financial Advisors, LLC | 22 | 0 | 0.00% |
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.
