| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Perigon Wealth Management, LLC | 62,415 | 1,148,000 | 80.97% | ||
| 2 | CT Financial Advisors LLC | 15,205 | 269,884 | 19.03% |
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.
