| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 32,928 | 284,000 | 65.29% | ||
| 2 | Detwiler Fenton Investment Management LLC | 17,440 | 151,000 | 34.71% |
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.
