| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVISOR PARTNERS LLC | 1,016 | 424,000 | 99.30% | ||
| 2 | Private Ocean, LLC | 6 | 3,000 | 0.70% |
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.
