| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 12,500 | 122,000 | 44.04% | ||
| 2 | ADVISOR PARTNERS LLC | 10,811 | 106,000 | 38.27% | ||
| 3 | SARGENT BICKHAM LAGUDIS LLC | 5,000 | 49,000 | 17.69% |
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.
