| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 47,928 | 154,000 | 76.41% | ||
| 2 | Detwiler Fenton Investment Management LLC | 14,450 | 47,000 | 23.32% | ||
| 3 | Clarkston Capital Partners, LLC | 166 | 535 | 0.27% |
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.
