| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 234,100 | 3,879,000 | 95.42% | ||
| 2 | NOVARE CAPITAL MANAGEMENT LLC | 10,975 | 182,000 | 4.48% | ||
| 3 | Gemmer Asset Management LLC | 261 | 4,000 | 0.10% |
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.
