| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 10,000 | 8,000 | 88.89% | ||
| 2 | Nelson Capital Management, LLC | 1,000 | 1,000 | 11.11% |
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.
