| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Gemmer Asset Management LLC | 74 | 3,000 | 0.75% | ||
| 2 | TCI Wealth Advisors, Inc. | 3,653 | 190,000 | 47.38% | ||
| 3 | Montecito Bank & Trust | 4,000 | 208,000 | 51.87% |
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.