| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 1,281,169 | 33,578,000 | 78.04% | ||
| 2 | Coe Capital Management, LLC | 360,392 | 9,445,487 | 21.95% | ||
| 3 | Lenox Wealth Advisors, LLC | 50 | 1,000 | 0.00% |
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.
