| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 39,481 | 87,000 | 43.50% | ||
| 2 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 37,500 | 82,000 | 41.00% | ||
| 3 | AUXIER ASSET MANAGEMENT LLC | 14,218 | 31,000 | 15.50% |
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.
