| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NOVARE CAPITAL MANAGEMENT LLC | 83,882 | 2,725,000 | 99.81% | ||
| 2 | West Oak Capital, LLC | 161 | 5,231 | 0.19% |
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.
