| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 18,161 | 908,000 | 74.24% | ||
| 2 | RONALD BLUE & CO LLC | 6,285 | 315,000 | 25.76% |
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.
