| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 39,481 | 58,000 | 73.42% | ||
| 2 | AUXIER ASSET MANAGEMENT LLC | 14,218 | 21,000 | 26.58% |
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.
