| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Strategic Advisors LLC | 75,789 | 1,880,000 | 48.16% | ||
| 2 | World Asset Management Inc | 85,368 | 1,172,000 | 30.02% | ||
| 3 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 33,014 | 453,000 | 11.60% | ||
| 4 | Bollard Group LLC | 18,484 | 254,000 | 6.51% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 10,542 | 145,000 | 3.71% |
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.
