| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 21,500 | 636,000 | 3.81% | ||
| 2 | MOLLER WEALTH PARTNERS | 542,723 | 16,054,000 | 96.19% |
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.
