| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 1,159,579 | 12,210,000 | 97.52% | ||
| 2 | Foothills Asset Management, Ltd. | 29,411 | 310,000 | 2.48% |
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.
