| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PREMISE CAPITAL, LLC | 182,202 | 8,877,000 | 93.45% | ||
| 2 | HEFTY WEALTH PARTNERS | 14,544 | 354,000 | 3.73% | ||
| 3 | CPWM, LLC | 10,833 | 264,000 | 2.78% | ||
| 4 | MOSAIC FAMILY WEALTH, LLC | 198 | 4,000 | 0.04% |
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.
