| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BBR PARTNERS, LLC | 44,624 | 143,000 | 69.08% | ||
| 2 | STALEY CAPITAL ADVISERS INC | 10,000 | 32,000 | 15.46% | ||
| 3 | Veritable, L.P. | 10,000 | 32,000 | 15.46% |
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.