| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Montecito Bank & Trust | 4,000 | 400,000 | 77.13% | ||
| 2 | Nelson Capital Management, LLC | 1,000 | 100,000 | 19.28% | ||
| 3 | Gemmer Asset Management LLC | 130 | 13,000 | 2.51% | ||
| 4 | B. Riley Wealth Advisors, Inc. | 56 | 5,604 | 1.08% |
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.
