| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windsor Financial Group, LLC | 62,875 | 1,559,000 | 85.75% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 10,431 | 259,000 | 14.25% |
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.
