| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Yellowstone Partners, LLC | 38,613 | 547,000 | 61.67% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 24,028 | 340,000 | 38.33% |
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.
