| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Seven Post Investment Office LP | 124,625 | 5,254,000 | 95.34% | ||
| 2 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 6,100 | 257,000 | 4.66% |
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.
