| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RAND WEALTH, LLC | 27,839 | 243,000 | 53.88% | ||
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | 23,775 | 208,000 | 46.12% |
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.
