| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Benchmark Capital Advisors | 48,257 | 1,506,000 | 55.76% | ||
| 2 | Stonebridge Capital Advisors LLC | 37,804 | 1,180,000 | 43.69% | ||
| 3 | MYCIO WEALTH PARTNERS, LLC | 475 | 15,000 | 0.56% |
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.
