| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Private Ocean, LLC | 242 | 17,000 | 62.96% | ||
| 2 | Zions Trust, National Association | 140 | 10,000 | 37.04% |
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.
