| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 28,235 | 348,000 | 51.79% | ||
| 2 | Avalon Investment & Advisory | 14,257 | 176,000 | 26.19% | ||
| 3 | FORBES J M & CO LLP | 12,000 | 148,000 | 22.02% |
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.
