| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 106,000 | 49.53% | ||
| 2 | Archford Capital Strategies, LLC | 915 | 97,000 | 45.33% | ||
| 3 | MAR VISTA INVESTMENT PARTNERS LLC | 106 | 11,000 | 5.14% |
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.
