| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 122,000 | 46.96% | ||
| 2 | Archford Capital Strategies, LLC | 915 | 111,822 | 43.04% | ||
| 3 | Aris Wealth Services, Inc. | 105 | 13,000 | 5.00% | ||
| 4 | MAR VISTA INVESTMENT PARTNERS LLC | 106 | 13,000 | 5.00% |
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.
