| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEWFOUND RESEARCH LLC | 0 | 0 | 0.00% | ||
| 2 | Private Ocean, LLC | 308 | 7,000 | 1.14% | ||
| 3 | EisnerAmper Wealth Management Corporate Benefits, LLC | 11,915 | 279,000 | 45.51% | ||
| 4 | Vantage Investment Advisors, LLC | 13,954 | 327,000 | 53.34% |
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.
