| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EFG Private Wealth Management (Americas) Corp. | 29,232 | 888,000 | 80.14% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 7,245 | 220,000 | 19.86% |
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.
