| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windsor Financial Group, LLC | 56,925 | 1,362,000 | 84.49% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 10,431 | 250,000 | 15.51% |
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.
