| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 19,915 | 60,000 | 51.72% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 18,500 | 56,000 | 48.28% |
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.