| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Montecito Bank & Trust | 4,000 | 406,000 | 77.93% | ||
| 2 | Nelson Capital Management, LLC | 1,000 | 102,000 | 19.58% | ||
| 3 | Gemmer Asset Management LLC | 130 | 13,000 | 2.50% |
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.
