| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 54,824 | 48,000 | 80.00% | ||
| 2 | AUXIER ASSET MANAGEMENT LLC | 14,218 | 12,000 | 20.00% |
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.
