| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBH ADVISORY INC | 11,625 | 534,000 | 70.45% | ||
| 2 | BAXTER BROS INC | 4,870 | 224,000 | 29.55% |
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.