| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Archford Capital Strategies, LLC | 915 | 105,096 | 80.78% | ||
| 2 | MAR VISTA INVESTMENT PARTNERS LLC | 220 | 25,000 | 19.22% |
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.
