| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Montecito Bank & Trust | 4,000 | 213,000 | 93.83% | ||
| 2 | Advisory Services Network, LLC | 104 | 6,000 | 2.64% | ||
| 3 | PITTENGER & ANDERSON INC | 70 | 4,000 | 1.76% | ||
| 4 | Gemmer Asset Management LLC | 74 | 4,000 | 1.76% |
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.
