| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 8,088 | 639,000 | 75.27% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 2,602 | 206,000 | 24.26% | ||
| 3 | Cornerstone Advisors, Inc. | 49 | 4,000 | 0.47% |
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.
