| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windsor Financial Group, LLC | 44,525 | 1,033,000 | 81.72% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 9,965 | 231,000 | 18.28% |
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.
