| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Seven Post Investment Office LP | 108,563 | 3,748,000 | 94.67% | ||
| 2 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 6,100 | 211,000 | 5.33% |
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.
